100% Tax Increase! TSMC Board Emergency Meeting in the U.S.!

On February 10, reports from Taiwan media indicated that U.S. President Trump plans to impose a 100% tariff on chips produced in Taiwan!

According to reports, President Trump aims to impose tariffs on semiconductor products from Taiwan to encourage manufacturing to return to the U.S. There are two main reasons: to create more job opportunities and to increase the share of high-end chip manufacturing in the U.S.

As the first U.S. wafer plant begins mass production, TSMC will hold a board meeting in the U.S. on February 12. With Trump stating on the 7th that he might announce reciprocal tariff measures this week, the market predicts that Taiwan could be a target, making TSMC’s U.S. operations and the progress of the Arizona plant particularly noteworthy.

This marks the first time TSMC has held a board meeting in the U.S. in its 37-year history, drawing significant attention amid Trump’s aggressive tariff strategies and escalating geopolitical issues.

Previously, Trump indicated he would impose tariffs on semiconductors and specifically mentioned that chip manufacturing has moved to Taiwan. Even last week, during a joint press conference with visiting Japanese Prime Minister Shigeru Ishiba, he unexpectedly announced that his team would declare reciprocal tariff measures, with U.S. media pointing to potential targets including Taiwan and India.

TSMC's second and third wafer plants in the U.S. are progressing as planned, with the second plant expected to begin mass production in 2028. Depending on customer demand, it will utilize more advanced manufacturing technologies, such as 3nm, 2nm, and A16 process technologies.

Industry experts believe that the agenda for this board meeting will be similar to past meetings, focusing on dividends, quarterly capital budgets, bond issuance limits, major investments, and significant personnel changes.

Even though this board meeting's agenda may not contain anything unusual, the industry anticipates that TSMC may respond to Trump’s repeated threats to impose a 100% tariff on Taiwan and increase the production of advanced processes in the U.S. to strengthen national defense and alleviate pressure from the White House's high tariff targets aimed at Taiwan. There is also a possibility of announcing a new round of investment plans in the U.S.

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Source: Guo Xin Network

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