Follow-up action to TSMC's "hollowing" is here. At 2 pm on the 6th, Biden and personally attended the ceremony of relocation of TSMC's first batch of equipment to the US chip factory. At the same time, Taiwan also caused an uproar, which the public called it a blatant robbery. What’s scary is that Cai Zi obeyed and acted in cooperation. The impact of this event may be beyond our imagination. In the future, it will directly bring two extremely painful costs.
First of all, Taiwan's GDP will suffer the biggest crisis. At this ceremony, the CEOs of the big companies were present one by one, including Nvidia, AMD and ASML. There is also TSMC's largest customer Apple CEO Tim Cook . According to foreign media reports, Apple plans to purchase chip directly from TSMC factory located in , Arizona.
is expected to follow suit and AMD. You can guess what this means. Previously, these companies were purchased from TSMC factories in Taiwan Province. Seven of TSMC's top ten customers are American companies. If they all follow, TSMC's original electronics industry GDP will be transferred to the United States.
So, what does TSMC mean to Taiwan’s GDP? Let's say that. At its peak, TSMC's market value was equivalent to Taiwan's GDP in one year. Not only that, as the world's top chip manufacturer, TSMC's normal trade activities have driven the long-term growth of Taiwan's chip industry. Taiwan's chip industry accounts for about 25% of its GDP. So, you know why TSMC is called the sacred mountain of protection platform.
second, if the first cost is far away from ordinary people. So this has something to do with everyone. In the future, Apple mobile phones, computers, NVIDIA graphics cards, motherboards, AMD processors, , etc. will directly purchase products from TSMC factory chip companies located in Arizona. Will face a sharp price increase. The most expensive in history is the countdown to begin. You can say that you won’t buy an Apple phone, but can you guarantee not to buy a computer?
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