TSMC US Investment Unveiled

● US Trade Weakness Exposed

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<h4>US-China Trade War: Full-Scale Tug-of-War to Begin in the Second Half</h4>
  
<h3>1. Tariff Issues and Initial Strategy Summary</h3>
The 145% tariff rate initially proposed by the U.S. implied abandoning trade itself.
In reality, exceeding 100% makes trade difficult, rendering it meaningless.
The U.S. lowered tariffs to 30%, and China reportedly adjusted to 30% or 10%.
This process reveals an intention to reorganize trade order based on the principle of reciprocity.
  
<h3>2. Negotiation Progress and Geneva Talks in Switzerland</h3>
US-China trade negotiations were held in Geneva, Switzerland, in May.
The U.S. delegation included top-level officials such as the Deputy Prime Minister for Economic Affairs, the Treasury Secretary, and the USTR Representative.
China's delegation included only the Deputy Prime Minister for Economic Affairs and the Minister of Public Security, highlighting the difference in status between the two sides.
Holding the talks in a location with significant international symbolism indicates the urgency of the U.S.
  
<h3>3. Comparison of Economic and Military Power Between the U.S. and China</h3>
China is rapidly catching up to the U.S. in manufacturing, AI, and advanced industries.
While the U.S. maintains military superiority, its economic structure faces limitations in maintaining vertical balance.
Under these circumstances, a long-term hegemonic competition is likely to emerge rather than a short-term battle for supremacy.
  
<h3>4. Strategies and Countermeasures in the Trade War</h3>
The U.S. is devising various means of pressure, including tariffs, non-tariff barriers, and currency manipulation.
China is prepared to respond with numerous non-tariff barriers and by coordinating international relations in addition to tariffs.
Efforts are being made to cooperate with other countries such as Europe, Japan, and Taiwan to counter U.S. pressure.
  
<h3>5. Political Factors and Domestic/International Public Opinion</h3>
Hostility and anxiety towards China are escalating among the American public.
Political factors such as presidential elections play a direct role in the trade war.
The Trump administration has not achieved its desired results in issues like fentanyl tariffs, exacerbating internal and external instability.
Conversely, China is employing a strategy to consolidate President Xi Jinping's position by leveraging domestic recovery and international public opinion.
  
<h4>Summary</h4>
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The US-China trade war is expected to intensify in the second half of the year.<br>
The U.S. seeks to intensify pressure through tariffs, non-tariff barriers, and currency manipulation, but China is strengthening its countermeasures based on its competitiveness in manufacturing and advanced industries such as AI.<br>
In particular, the differences in negotiation attitudes between the two sides, as seen in the Geneva talks, are acting as international symbolism.<br>
All of these processes are not just simple tariff adjustments, but rather a long-term hegemonic competition that encompasses key keywords such as global economic outlook, trade war, US-China trade, tariffs, and exchange rates.
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<p>
[Related Articles...] &nbsp;
<a href="https://nextgeninsight.net/?s=%EC%A4%91%EA%B5%AD">Analysis of China's Hegemonic Debate</a> &nbsp;
<a href="https://nextgeninsight.net/?s=%EB%AC%B4%EC%97%AD">Latest Trends in the Trade War</a>
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*YouTube Source: [경제 읽어주는 남자(김광석TV)]

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● Inflation Relief, Tech Rally

Latest Economic Trends Roundup: CPI, Google Layoffs, Tesla Robotaxi, Meta AI Innovation, Stock Market and Trade Negotiations

[1] U.S. May CPI Announcement and Inflation Indicator Trends

The monthly CPI (Consumer Price Index) figures significantly impact market interest rate policies and inflation forecasts.
In May 2025, the U.S. CPI increased by 0.1% compared to the previous month and 2.4% compared to the same month last year.
The core CPI, a key indicator, also rose by 2.8% annually, recording a lower-than-expected increase.
As a result, expectations for a Federal Reserve interest rate hike are somewhat easing.
Related SEO Keywords: Stock Market, Inflation, Interest Rates

[2] Google’s Voluntary Retirement Program and Organizational Restructuring

Google is implementing a voluntary retirement program targeting search, advertising, research, and core engineering departments in the U.S.
It is surveying employees on whether they would like to leave the company, offering at least 14 weeks of salary.
This move is interpreted as a strategy for organizational restructuring and cost efficiency in response to advances in artificial intelligence technology.
At the same time, internal turmoil is intensifying due to monopoly litigation issues, drawing attention to potential changes in the organizational structure.
Related SEO Keywords: Google, AI

[3] Tesla Begins Pilot Operation of Autonomous Taxis (Robotaxis)

Tesla, under the leadership of Elon Musk, will begin pilot operations of its autonomous taxi service in Austin, Texas, starting June 22.
The Model Y is equipped with full self-driving software and operates in limited areas under remote monitoring.
From June 28, a pilot service delivering autonomous vehicles directly from the factory to customers will also run concurrently.
If this service is successful, it is projected to drive an increase in Tesla’s market capitalization into next year.
Related SEO Keywords: Tesla

[4] Meta Accelerates AI Innovation with AI World Model Announcement

Meta has unveiled a new AI World Model that helps robots and autonomous vehicles learn how to behave in the real world.
Developed based on the open-source AI model Llama 3, this technology is designed to allow robots to learn in real-world environments without collisions.
Notably, a new robotics research team has been formed to advance this technology.
Its potential for use in various fields such as autonomous vehicles, robotic vacuum cleaners, and drones is anticipated in the future.
Related SEO Keywords: AI

[5] Structural Imbalance Between U.S. Rent Payments and Credit Scores

In the United States, there is a structural problem where monthly rent payments are not properly reflected in credit scores.
Unlike mortgage information, landlords are not obligated to report rent payment history, which does not improve creditworthiness.
As a result, young people and low-income individuals face difficulties in improving their credit scores despite paying rent.
The need for institutional improvements is emerging.

[6] Stock Market Closing and U.S.-China Trade Negotiation Trends

On June 11, 2025, the U.S. stock market generally showed a downward trend.
The SP500 index closed down 27 points, and the Nasdaq Composite Index fell by 0.5%.
The Dow Jones showed a slight decline but remained close to break-even.
A tentative agreement aimed at easing trade tensions and abolishing tariffs was reached in U.S.-China trade negotiations, but structural issues such as competition in technology and supply chains remain.

[7] Maekyung AI Investment Content and Domestic Stock Market, Virtual Asset News

AI-based investment content from Maekyung is provided through a Telegram channel, allowing users to quickly check overseas stock market and domestic virtual asset-related news.
Readers interested in investing can gain rapid and diverse insights by subscribing to this channel.

Summary

The U.S. May CPI rose 2.4% year-on-year, somewhat alleviating inflation concerns.
Google is seeking organizational restructuring and cost efficiency through a voluntary retirement program, with expected turmoil amid monopoly litigation issues.
Tesla is accelerating its leadership in autonomous driving technology by piloting its autonomous taxi service,
Meta is challenging artificial intelligence technology innovation by announcing an AI World Model that helps robots learn in real-world environments.
The issue of U.S. rent not being reflected in credit scores, the stock market showing a downward trend, and progress in U.S.-China trade negotiation agreements are also noted.

*YouTube Source: [Maeil Business Newspaper]

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● TSMC’s US Investment, Taiwan Packaging

TSMC’s US Investment Reality and Everything About Semiconductor Supply Chain Restructuring

US Investment Announcement and Realistic Obstacles

TSMC announced an additional $100 billion investment at the White House in the US last March.
However, the reality is that it is facing several obstacles, such as supply chain instability and labor shortages.
The issue of selecting a site for an advanced packaging plant in the US has not yet been finalized.
This situation has a significant impact on TSMC’s construction period and investment expansion in the US.

Supply Chain Uncertainties and Overseas Packaging Strategies

TSMC plans to package wafers produced at its 21P1 plant in Phoenix, Arizona, in Taiwan.
This means that the completion of the supply chain in the US is insufficient, as packaging is not performed directly in the US.
The need to secure an independent site for packaging in the US is raised, but it remains at the evaluation stage.
In this process, despite cooperation with M Corp., the world’s second-largest semiconductor packaging company, there are limitations in infrastructure construction.

US Production Status and Customer Changes

Some of the six semiconductor manufacturing plants in Arizona are simple production plants, not advanced packaging plants.
The monthly wafer production volume of the P1 plant is limited to 15,000 sheets.
The planned P2 plant is smaller than P1, which is likely to affect overall production adjustments.
The customer structure is changing due to the decrease in orders from major customer Apple and the increase in demand for Nvidia’s AI semiconductors.

Future Prospects and Global Semiconductor Supply Chain Restructuring

TSMC’s investment expansion and production ecosystem construction in the US are in full swing, but it faces several realistic limitations.
Complex factors such as high production costs, slow customer demand, and a shortage of skilled labor are at play.
This situation may re-ignite discussions on distributing production burden between the US and Asia.
TSMC’s strategic changes and securing new customers are emerging as important issues in the global semiconductor supply chain restructuring process.

Key Summary and SEO Optimization Points

TSMC’s US investment plan is facing realistic limitations due to supply chain instability, labor shortages, and high production costs.
The uncertainty in selecting a site for an advanced packaging plant in the US and the packaging strategy in Taiwan highlights supply chain uncertainties.
Changes in customer structure are expected due to a decrease in Apple’s order volume and an increase in Nvidia’s AI demand.
Accordingly, discussions on redistributing the semiconductor production burden between the US and Asia are expected to reignite.
We should pay attention to future investment flows and supply chain restructuring, focusing on keywords related to semiconductors, TSMC, the US, packaging, and production.

< Summary >

TSMC’s investment expansion in the US is not proceeding as planned due to labor, infrastructure, and supply chain issues.
The uncertainty of the supply chain is revealed by performing packaging in Taiwan.
Customer changes, such as a decrease in Apple’s orders and an increase in Nvidia’s AI demand, are acting as strategic burdens.
Discussions on redistributing the semiconductor production burden between the US and Asia are expected to be triggered.

*YouTube Source: [서울경제TV]

– TSMC, 미국에 136조 투자 선언했지만…대만에서 포장 ‘왜?’