
Recently, a report from US media outlet Bloomberg claimed that TSMC is considering running Intel’s US factories after being requested to do so by US President Donald Trump’s team. Speaking to reporters today, Economics Minister Kuo Jyh-hwei said that his team had not received any news of the sort. Let’s hear more.
Kuo Jyh-hwei
Minister of Economic Affairs
We did not receive any such message. We won’t comment on such market speculation. These things would involve our foreign direct investments, so they’ll go through our Department of Investment Review. For us, the most important thing is to collect sufficient intelligence, which changes by the day. We’re collecting intel for our negotiating team to refer to.
Liu Da-nien
Chung-Hua Institution for Economic Research
It’s Trump’s go-to move. He’s making a policy offer and demanding that you negotiate with him, consult him, and offer a deal. But he failed to consider the very high wages, very high costs of living and very high consumer prices in the US. It’s not realistic to have all businesses re-shore to the US.
Liu added that the chasm between TSMC and Intel regarding technologies, supply chain management and manpower would make a joint venture that much more difficult. On the other hand, technological transfers would also make TSMC lose competitiveness. Should the Taiwanese side have to negotiate at US President Trump’s request, the priority would be to maximize the benefits to TSMC.
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美國媒體彭博日前報導,台積電應川普政府官員要求,正考慮取得美國英特爾的控股權,美國施壓台積電加碼在美投資的消息,傳得沸沸揚揚,不過經濟部長郭智輝強調,目前沒有收到這個訊息。
[[經濟部長 郭智輝]]
“我們沒有收到這樣的訊息,這個市場傳聞我們就是不予評論,這些事情牽扯到我們對外的投資,所以會經過我們的投資部投審會,對我們來講,我們就是要收集充分的情報 ,因為每天都在改變 ,所以我們在收集這個情報給談判單位去使用”
[[中經院區域發展研究中心主任 劉大年]]
“照川普一貫的手法,他就是說,我先放出一個政策出來,然後呢,要求說你要來跟我談判,跟我諮商,跟我來斡旋,可是他可能忽略了那一點,因為以美國這麼高的工資,這麼高的生活成本,這麼高的物價,企業全部都回流美國也是不切實際”
台積電與英特爾,在製造技術、供應鏈管理,和人力配置等先天差異,勢必增加整合難度,直接技術移轉,也會削弱台積電競爭優勢,如何在競合間,取得最佳利益,將成談判關鍵。
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