Taiwan Media: the Board of Directors of TSMC held its first meeting in the United States, and the discussion of the bill triggered a lot of speculation
According to Taiwanese media reports, TSMC held its first board meeting in the US on the China Standard Time 12th and 13th, the first time in its 37-year history that it has moved its board outside the island. As US President Donald Trump has said that he will announce tariffs on chips and other measures, market forecasts may include the Taiwan region. The proposal discussed by the board of TSMC has attracted wide attention and a lot of speculation, this includes whether to accelerate the move of advanced processes to the Arizona plant, or to expand investment in the United States.
File Photo: TSMC factory in Phoenix, Arizona, Phoenix, USA. (visual China)
According to a report by Taiwan’s”United Daily News” on the 12th, on the same day, TSMC announced the resolution of its board of directors held in the United States. In the face of public concern about the US tariff war, the board of directors gave a cold shoulder and did not make a major announcement, keep watching the situation.
Since taking office, Donald Trump has announced a series of tariffs and threatened to impose 100 per cent duties on taiwanese-made semiconductors. Speculation that Trans is targeting TSMC has made the TSMC board meeting particularly interesting. French media reported on the 12th that the position of Lutnick, Donald Trump’s nominee for Commerce Minister, has also made the Taiwan region and TSMC very uncomfortable. He said at his appointment hearing last month that, tSMC”Used” the US to take away chip production and stressed that”We are too dependent on Taiwan” for semiconductors.
“Has the TSMC board become a hongmen banquet?” Taiwanese semiconductor analyst Lu Xingzhi posted a question on Facebook about TSMC’s decision to open a board in the US. He was not sure it was a voluntary decision by TSMC, at the request of the United States government. If it is the latter, Lu believes there may be important information or decisions behind the meeting. He said he had heard some inside information and referred to”Three outcomes”, including the possibility that TSMC would announce expanded investments in the US and that the technology stake would be turned into a free or small technology transfer, or a $zero investment in Intel in exchange for short-term stability. “But under pressure from Donald Trump, does TSMC have any bargaining leverage? Now we have to wait in fear and hope these speculations don’t come true.”