Taiwan's "China Times" article on December 21, original title: How much harm will TSMC's "advanced manufacturing process to the United States" do to Taiwan?

Engineers Expose Eight Terrorist Impacts TSMC, the leading

semiconductor company, set up a factory in Phoenix, the capital of Arizona, and about 500 engineers from Taiwan went to the United States.

The Facebook fan page "Engineers Look at Politics" bluntly stated that this wave of production has caused great harm to Taiwan, and listed 8 points of analysis.

　　TSMC recently announced that the team will increase the amount of investment to 40 billion US dollars. In addition to building a second more advanced factory to manufacture 3-nanometer process chips (expected to be put into production in 2026), it will also increase the existing 5-nanometer factory. Nano-process chips, which will also greatly increase TSMC's current chip investment in Arizona from $12 billion to about $40 billion. This is not only the largest foreign direct investment case in the history of Arizona, but also the largest in the history of the United States. one.

　　On the 20th, the "Engineers Watch Politics" Facebook fan page published an article titled "How much harm will TSMC's 3 and 4 nanometer factories be brought to the United States", listing eight major impacts of going to the United States on Taiwan and TSMC:

　　1. The amount of direct outflow of investment is as high as NT$1.2 trillion.

　　2. Talents are taken away. The first batch of engineers will go to the United States with 1,000 people, and the number is expected to double by the end of 2023.

　　3. The family of 2,000 people and their descendants total 3,000 to 6,000 people. Most of their consumption and future R&D labor will probably stay in the United States.

　　4. Relocation of related supply chain manufacturers will result in the loss of about 5,000 job opportunities.

If it does not move outside, it will also increase additional operating costs.

　　Fifth, TSMC may not be able to keep commercial secrets as expected, because it is in the enemy camp and receives subsidies from the other party. As long as the United States issues a ban or stops paying, TSMC will immediately lose blood.

　　Sixth, TSMC will face Intel's local poaching competition.

　　7. The manufacturing cost in the United States will be more than 50% higher, and TSMC's profits will be affected, and the corresponding tax revenue we lose will be contributed to the United States.

　　8. The high-end chip factory is seized, the silicon shield is weakened, and the defense status and capabilities of Taiwan Island are also reduced.

　　"Engineers look at politics" pointedly pointed out that "the amount of future losses is far more than the 1.2 trillion, and the lost talents are not just those who were carried away by planes. The United States cleverly seized TSMC, no matter how the rhetoric is modified, it is a generational and astronomical figure." Assets emptied."

The biggest disasters happen slowly and erode slowly. "Through media packaging/cognitive warfare, people are plundered unknowingly, and assets are disappearing day by day. Everything today planted seeds in 2013, and in 2016 Let the branches and leaves spread, and keep the success in 2020, and now we are singing and reaping the fruits." "No matter how you look at it, under the push of the United States, Taiwan is being weakened day by day, and it is advancing step by step to the flames of war."

(Author Lin Yunxuan)