According to Taiwanese media reports, the situation on the cross-strait has been tense recently, and Taiwan’s role in the semiconductor industry has also attracted much attention. US media reported on the 6th that sources revealed that once the worst situation occurs on both sides of the Taiwan Strait, the United States may consider evacuating Taiwan's excellent chip engineers directly. Former "legislator" Guo Zhengliang said on the show that this means "it may gradually turn TSMC into an American company", which also has a reason to intervene.
Picture source Taiwanese media
Guo Zhengliang pointed out why "Bloomberg" logged out this message? To be honest, TSMC's real assets are really talents, because these talents have accumulated a lot of process experience. Even if these equipment may have accumulated trillions of NT$ assets in Taiwan, the real important one is talents. Therefore, the United States wants to use aircraft to pick up TSMC's talents, which is very intriguing, which means that "it may gradually turn TSMC into an American company", which also has a reason to intervene.
Guo Zhengliang said that the United States may be brewing something now, such as Taiwan’s current power shortage. Can TSMC’s next 2-nanometer and 3-nanometer processes really be in Taiwan? If the power is unstable, various research institutions can be used to write this missing article, and TSMC's stock price will plummet. At this time, the United States will talk to TSMC about whether it needs to be moved to the United States.
Guo Zhengliang pointed out that the United States may try every means to make TSMC legally become a US company, which means that TSMC is a foreign capital, but it only places a large amount of equipment in Taiwan, but the United States will also invest more and more. Until today, TSMC's foreign capital still accounts for 71%. It will become natural for the United States to take over TSMC. At that time, it will be equivalent to the United States' need to rescue the talent assets of domestic companies.
Guo Zhengliang said directly that he believes that the United States is laying out a plan, which will cause geopolitical and power outages in the financial market. This unfavorable factor will be continuously exposed until most shareholders believe that it would be safer to set up TSMC in the United States, and the United States is slowly shaping this public opinion.
According to Taiwan media reports, TSMC ADR continued to fall 3.3% on Monday, closing at US$67.44, a discount of 2.5% from Taipei-traded stocks, and a sharp drop of 9.5% in three trading days. Philadelphia Semiconductor Index fell 3.5%, and fell 10% in three days. TSMC (2330)'s share price has fallen by NT$177 this year, with a market value shrinking by about NT$4.58 trillion. (Editor: Fang Yanyan)
