"At the same time TSMC can not complain: they got Chips-act money, cheap loan, 35% tax break and loan guarantees by the Taiwan government in the 250 B investment treaty with US. In total it means all the Arizona investments of 165 B$ by TSMC are also heavily subsidized, and they can import chips from Taiwan for 0 tariff for their US customers as long as the Arizona Giga-campus is under construction. So, all this money for TSMC will help them as well to grow their gross margin and net profit margin."
I believe there is an error in your table (or Google's AI generated table) and analysis.
The $250 billion loan credit guarantees are for an additional $250 billion of investment in the United States, this is not part of the $250 billion direct investment in the US (the majority is coming from TSMC). The $250 billion loan guarantees are backed by Taiwan’s government, not by the US government, and not for TSMC, or at least not totally for TSMC.
