Taiwan National Policy Institute: "TSMC's US Investment Increases Burden on Samsung"

TSMC Announces $100 Billion Investment in the U.S.
Delays in Talks with Trump Will Lead to Additional Burdens

As Taiwan's TSMC, the world's No. 1 foundry (semiconductor contract manufacturing) company, announced a large-scale investment plan in the United States, analysis suggests that the burden on Samsung Electronics, which must now reveal its own U.S. investment plans, has increased.

Reuters Yonhap News

According to Taiwanese media such as Liberty Times and United Daily News on the 6th, Lian Xianming, director of the Taiwan government-affiliated research institute Chung-Hua Institution for Economic Research (CIER), said at a press conference the day before that there is no need to view TSMC's expanded U.S. investment news negatively.

He stated, "U.S. President Donald Trump first announces tariffs and then supplements administrative procedures," adding, "The sooner the dialogue with President Trump happens, the better, as delays will increase additional burdens."

He went on to say that since TSMC has set the benchmark for U.S. investment at $100 billion, the next company to worry about will be Samsung Electronics. To avoid high semiconductor tariffs, Samsung must announce its U.S. investment plans like TSMC, which implies that Samsung cannot ignore the scale of TSMC's investment.

Earlier, TSMC Chairman Wei Zhejia announced on the 3rd (local time) at the White House in Washington D.C. after meeting President Trump that the company would invest $100 billion (approximately 145.9 trillion KRW) in the United States.

Following President Trump's demand for technological cooperation with American companies and TSMC's push for large-scale investment plans, concerns about TSMC's 'de-Taiwanization'?referred to domestically as the 'Sacred Mountain' protecting the homeland?are growing within Taiwan.