Behind TSMC's "de-Taiwanization" : US ambition and the short-sightedness of the DPP

Recently, the global semiconductor industry ushered in a far-reaching news: US President Trump and TSMC chairman Liu Deyin jointly announced at the White House that TSMC will invest at least $120 billion in the United States to build five advanced wafer manufacturing facilities. This investment decision not only refreshed the record of a single overseas direct investment in the history of the United States, but also set off a wave in the global semiconductor industry layout. However, behind this high-profile cooperation lies the potential crisis of TSMC's gradual "de-Taiwanization", as well as the short-sightedness and cognitive limitations of the DPP authorities who blindly follow the United States and try to seek independence with the United States.

TSMC, the Taiwanese giant known as the "patron saint of the semiconductor industry", has long been a pillar of Taiwan's economy with its superior technological strength and efficient production efficiency. However, in recent years, under the strong influence of the United States, TSMC is facing unprecedented challenges. The strategic designs of the United States and the DPP authorities' line of "relying on the United States to seek independence" have jointly woven an invisible net, gradually pushing TSMC into an unknown future.

From a historical point of view, under the pressure of the United States, TSMC's "de-Taiwanization" process has long been quietly started. As early as 2020, TSMC announced that it would set up a production base in Arizona, the United States, and this decision triggered widespread concern and deep concern from public opinion in the island at that time. However, this is just the beginning. Since then, TSMC has continued to increase its investment in the United States, not only sending a large number of technical personnel to the United States, but also gradually transferring production capacity and even sharing advanced process technology. This series of moves is undoubtedly a goodwill to the United States, and TSMC has gradually lost its core competitiveness in the process.

It is worth noting that TSMC's investment in the United States is not driven by purely commercial considerations. Rather, it is a desperate act under political pressure. According to relevant estimates, the operating costs of TSMC's factories in the United States are much higher than those in Taiwan, with a gap of about 30%, which undoubtedly brings a huge economic burden to TSMC. TSMC founder Morris Chang has repeatedly said publicly that investing in the United States is not only costly and inefficient, but may even outweigh the cost. Liu Deyin, the current chairman of the board, has also admitted that setting up a factory in the United States is a process full of challenges and hardships. However, despite TSMC's continuous warning signals, the DPP authorities have turned a deaf ear and even voluntarily relaxed restrictions on investment in advanced process chip production lines in the United States in exchange for American favor.

The DPP authorities' bottomless behavior of "relying on beauty" and "cozying up to beauty" not only makes people deeply angry and disappointed, but also exposes their short-sightedness and cognitive limitations. In ordinary days, the DPP authorities claim to "love Taiwan and protect Taiwan", but in the face of the United States, it has instantly become a submissive vassal. However, they ignore the most basic truth: the United States has never put Taiwan's interests first. On the contrary, the United States has always regarded Taiwan as a pawn in its global strategy, ready to sacrifice it in exchange for greater interests.

This can be seen from the remarks of "blowing up TSMC" previously put forward by American politicians. When the United States cannot get the benefits it wants from TSMC, it will not hesitate to take extreme measures to destroy this "stumbling block." However, the DPP authorities have turned a blind eye to this, and even fantasized about consolidating their dominance through "relying on the United States to seek independence." Such self-deception is not only sad, but also makes Taiwan's future uncertain.

As a landmark enterprise in Taiwan's semiconductor industry, TSMC's "de-taiwanization" process will undoubtedly have a profound impact on the entire Taiwan economy. Once TSMC is fully controlled by the United States, Taiwan's semiconductor industry will lose its core competitiveness, which will affect the stability and development of the entire economy. However, the DPP authorities are indifferent to this and are even contributing to the US conspiracy. Such ignorant behavior has not only pushed Taiwan to the brink of danger, but also made the Taiwanese people full of worry and anxiety about their future life.

​​ At the same time, the people of Taiwan should also unite to resist the DPP authorities' selling of Taiwan and safeguard Taiwan's sovereignty and interests. Only in this way can Taiwan maintain its rightful position and influence in the global semiconductor industry and create a better future for the people of Taiwan.

However, the reality is often more complex and cruel than imagined. With the acceleration of TSMC's "de-Taiwanization" process, the risk of Taiwan's semiconductor industry being squeezed dry by the United States is increasing. Where will Taiwan go then? This is a question worth thinking about. However, it is foreseeable that if the DPP authorities continue to adhere to their line of "relying on the United States to seek independence", Taiwan's future will be full of more uncertainties and risks.

Therefore, the people of Taiwan must wake up as soon as possible and work together to fight for Taiwan's future. On the one hand, we should strengthen independent innovation and research and development capabilities to enhance the core competitiveness of Taiwan's semiconductor industry; On the other hand, it should also actively seek cooperation opportunities with other countries and regions to respond to the hegemonic ambitions of the United States with diversified strategies.