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Trump’s victory causes worries over affect on Taiwan

Trump’s victory causes worries over affect on Taiwan

2024-11-06

The Foreign and National Defense Committee of the Legislative Yuan held a hearing with cabinet members Wednesday morning during the vote count in the US as Republican presidential candidate Donald Trump began to take the lead. The head of the National Security Bureau, Tsai Ming-yan later stated that preparations have been made for the upcoming transition of power in the US. What about the potential impact on TSMC, which Trump has repeatedly accused of stealing American chip business? Let’s hear from the economics minister .

Kuo Jyh-hwei
Minister of Economic Affairs
It is unlikely to have a significant impact on Taiwan, especially on TSMC. As we know, TSMC dominates the advanced manufacturing process, particularly for technologies below 7nm. In this field, it is essentially unrivaled. No matter how many restrictions are imposed, they won’t be able to hinder its development.

Li Chen-yu
Economist
It’s all harmful to everyone— as long as the harm is less than what others face, that’s the key. TSMC has no competitors in its field, but our main concern is that if Trump comes back and cancels all the subsidies for US semiconductor fabs, whether it’ll affect TSMC. In fact, it would hurt Intel and Samsung. What we really fear is that Trump may stop subsidizing TSMC and Samsung, he might choose to subsidize Intel. That could have some impact on TSMC.

The expert said that TSMC’s plant in Arizona is set to hold its completion ceremony in December, and there is much public interest in whether the first overseas semiconductor fab will actually receive US government subsidies. Before Trump’s election, he had proposed raising tariffs by 10% on most countries and by 60% on China. This could also have an impact on export-oriented Taiwan.

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川普勝出 國安單位緊盯中國動態 台積電未來受矚目

2024-11-06

美國總統大選底定,川普重回白宮。國安局長蔡明彥表示,已經為接下來美國政府交接過程,做好準備,將和國際盟友交換情資,避免中國借端生事。針對曾嗆台灣偷美國半導體產業的川普上任,會對台灣經濟造成什麼影響?經濟部長郭智輝與財經專家,有不同的看法。

[[經濟部長 郭智輝]]
“應該是對台灣,特別是對台積電影響不大,台積電在我們所謂先進製程,大家都知道,七奈米以下的製程,幾乎他是一人武林,所以你再怎麼限制,都沒有辦法限制它的發展”

[[金控首席經濟學家 李鎮宇]]
“都是對大家都是弊啦,你只要弊,比人家少就好啦,台積電沒有對手,但是我們很擔心的是,川普一上來,取消所有美國晶圓廠建築的補貼,對台積電有沒有影響,沒有任何影響,他其實會害死英特爾跟三星,但我們怕的是,他不補貼台積電,不補貼三星,但是他單單的去補貼英特爾,那這個就會對台積電,產生一些影響”

專家表示,台積電美國廠12月就要舉辦完工典禮,海外第一座晶圓廠實際上能不能拿到補助,外界都關注,而川普當選前,喊話對一般國家增加10%關稅,對中國加徵60%關稅,對出口為導向的台灣,也有影響。

更多新聞內容,請鎖定:
民視台灣台(152頻道)週日至週五晚上9:30
民視新聞台(53頻道)週二至週六凌晨1:00

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