Machine translation:
Taiwan Semiconductor Manufacturing Company (TSMC) is set to hold its board meeting in the United States on February 11 (U.S. time), which corresponds to February 12 in Taiwan. With former U.S. President Donald Trump recently threatening to impose a 100% tariff on TSMC, the industry is closely watching the company's next moves regarding "Made in America" manufacturing. Prominent semiconductor analyst Lu Xingzhi speculated on Facebook about several possible scenarios.
Lu questioned whether TSMC is holding the board meeting in the U.S. voluntarily or if it was compelled by the U.S. government. If the latter, what is the reason behind it? Could a major announcement be imminent?
Speculation is mounting that TSMC’s board may reveal significant news. Lu mentioned that he has recently heard several industry insiders discuss key possibilities, including:
Regarding the upcoming board meeting, Lu expressed concern, saying, "All we can do now is wait in fear and hope that not all of these scenarios come true."
The post sparked widespread discussion among netizens, with comments such as:
www.chinatimes.com
Taiwan Semiconductor Manufacturing Company (TSMC) is set to hold its board meeting in the United States on February 11 (U.S. time), which corresponds to February 12 in Taiwan. With former U.S. President Donald Trump recently threatening to impose a 100% tariff on TSMC, the industry is closely watching the company's next moves regarding "Made in America" manufacturing. Prominent semiconductor analyst Lu Xingzhi speculated on Facebook about several possible scenarios.
Lu questioned whether TSMC is holding the board meeting in the U.S. voluntarily or if it was compelled by the U.S. government. If the latter, what is the reason behind it? Could a major announcement be imminent?
Speculation is mounting that TSMC’s board may reveal significant news. Lu mentioned that he has recently heard several industry insiders discuss key possibilities, including:
- Announcing an expansion of U.S. investments
- Converting technology equity contributions into free or low-cost technology transfers
- A potential multibillion-dollar investment in TikTok’s international division in exchange for temporary protection
Regarding the upcoming board meeting, Lu expressed concern, saying, "All we can do now is wait in fear and hope that not all of these scenarios come true."
The post sparked widespread discussion among netizens, with comments such as:
- "There's no bargaining chip when negotiating with robbers—only surrender."
- "To put it bluntly, they’re being held hostage by the U.S. government."
- "Expanding investment? That can always be delayed indefinitely—it seems the most likely outcome."
- "Will they be forced to support Intel?"
- "This is just a slow transition to proving they're an American company."
换免死金牌？台积电在美开董事会 陆行之揭3可能：希望别发生 - 财经
台积电董事会将于美国时间2月11日（台湾时间2月12日）召开，由于美国总统川普近期扬言对台积电祭出100%关税，外界高度关注台积电「美国制造」下一步。知名半导体分析师陆行之在脸书发文猜测有以下几种可能。陆行之表
www.chinatimes.com