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From TSMC to USMC?🙄Let’s Bust the Rumor EP165↑《Sip&Talk》｜Sunny & Joe
你不理財，財不理你！想學理財，玉山罩你！
玉山銀行全新Podcast節目《玉山學堂》
帶你深入淺出掌握每週市場脈動！
還有知名主持人蔡尚樺領銜的跨世代對談，
從不同的角度打好理財基本功！
現在就點擊連結收聽
👉 https://fstry.pse.is/7e5ay7
—— 以上為 FMTaiwan 與 Firstory Podcast 廣告 ——
🎯 懶人包：台積電不是「送給美國」，而是全球布局！
🔹 1. 台積電是台灣公司
總部在新竹，董事會由台灣人主導、技術研發在台灣、繳稅給台灣政府。赴美設廠只是跨國企業的全球布局，不等於控制權轉移。
🔹 2. 美國廠技術落後台灣至少一代
美國廠生產的是5奈米與4奈米製程，而台灣早已進入3奈米並研發2奈米，美國廠無法複製台灣的完整生態系與技術密度。
🔹 3. 技術掌握與供應鏈重心仍在台灣
先進封裝、EUV機台、工程師與供應鏈關鍵角色都集中在台灣與盟國，美國廠仍需依賴台灣協助運作。
🔹 4. 台積電赴美是分散地緣風險，不是技術輸出
在全球地緣政治緊張之下，設廠只是企業風險管理的一部分。張忠謀、劉德音都明言：「先進製程核心不會外移。」
🔹 5. 台灣模式與中國「被迫轉讓技術」不同
中國過去強迫外企交技術（技術換市場），而美國對TSMC並無此要求，且台積電完全主控海外廠營運與技術。
🎯 Quick Fact Sheet: TSMC is NOT “Given to the U.S.” — It's Global Strategy!
🔹 1. TSMC is a Taiwanese Company
Headquartered in Hsinchu, governed by a Taiwanese board, paying taxes to Taiwan, and conducting R&D in Taiwan. Its Arizona plant is part of global expansion — not a transfer of control.
🔹 2. The U.S. Plant Lags Behind Taiwan in Technology
The Arizona facility produces 5nm and 4nm chips. Taiwan already mass-produces 3nm and is developing 2nm. The U.S. plant cannot replicate Taiwan’s full ecosystem or talent density.
🔹 3. Core Technology and Supply Chain Stay in Taiwan
Advanced packaging, EUV tool operations, and key suppliers are still centered in Taiwan and allied nations. The U.S. plant depends on Taiwan-based engineers and logistics.
🔹 4. TSMC’s U.S. Expansion is for Risk Diversification, Not Technology Transfer
In a geopolitically tense world, global fabs are risk management. Both TSMC founders (Morris Chang and Mark Liu) have repeatedly stated: “Leading-edge tech will stay in Taiwan.”
🔹 5. Taiwan’s Strategy Is NOT China’s Forced-Tech Model
Unlike China’s “technology-for-market” coercion, the U.S. did not force TSMC to share IP. Taiwan keeps full control of its know-how and overseas fabs.
This fact sheet helps to:
- Counter China’s disinformation narratives;
- Reaffirm Taiwan’s sovereignty and tech leadership;
- Preserve domestic and international confidence in TSMC and Taiwan.
小額贊助支持本節目： https://open.firstory.me/user/clsviykrc013001vp31igc316
留言告訴我你對這一集的想法： https://open.firstory.me/user/clsviykrc013001vp31igc316/comments
"Sip&Talk": Casual talks on philosophy, news, AI, geopolitics, and tough topics to spark independent thinking and logic. Hosted by Sunny and Joe.
《Sip&Talk》：新聞、哲學、AI、地緣政治與艱難話題的輕鬆對談，喚起獨立思考與邏輯。由Sunny與Joe主持。
影音版：Youytube：Mickytolife
https://www.youtube.com/channel/UCzYNnXbdeL75PrERbRS3urQ
Podcast：Mickytolife
各大平台：Apple Podcast, Spotify,SoundOn,已上架
小額贊助支持Micky頻道～
https://open.firstory.me/join/clsviykrc013001vp31igc316
音質不夠好？歡迎廠商合作優質設備～
合作信箱:[email protected]
˙ 👉【加入MickyYoutube頻道會員按鈕】
https://www.youtube.com/channel/UCzYNnXbdeL75PrERbRS3urQ/join?sub_confirmation=1
👉【免費訂閱MickyYoutube頻道按鈕】
https://www.youtube.com/channel/UCzYNnXbdeL75PrERbRS3urQ?sub_confirmation=1
Micky本人的日常品酒與人生雜談
+
EP↑《Sip&Talk》｜Sunny & Joe
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By Mickytolife你不理財，財不理你！想學理財，玉山罩你！
玉山銀行全新Podcast節目《玉山學堂》
帶你深入淺出掌握每週市場脈動！
還有知名主持人蔡尚樺領銜的跨世代對談，
從不同的角度打好理財基本功！
現在就點擊連結收聽
👉 https://fstry.pse.is/7e5ay7
—— 以上為 FMTaiwan 與 Firstory Podcast 廣告 ——
🎯 懶人包：台積電不是「送給美國」，而是全球布局！
🔹 1. 台積電是台灣公司
總部在新竹，董事會由台灣人主導、技術研發在台灣、繳稅給台灣政府。赴美設廠只是跨國企業的全球布局，不等於控制權轉移。
🔹 2. 美國廠技術落後台灣至少一代
美國廠生產的是5奈米與4奈米製程，而台灣早已進入3奈米並研發2奈米，美國廠無法複製台灣的完整生態系與技術密度。
🔹 3. 技術掌握與供應鏈重心仍在台灣
先進封裝、EUV機台、工程師與供應鏈關鍵角色都集中在台灣與盟國，美國廠仍需依賴台灣協助運作。
🔹 4. 台積電赴美是分散地緣風險，不是技術輸出
在全球地緣政治緊張之下，設廠只是企業風險管理的一部分。張忠謀、劉德音都明言：「先進製程核心不會外移。」
🔹 5. 台灣模式與中國「被迫轉讓技術」不同
中國過去強迫外企交技術（技術換市場），而美國對TSMC並無此要求，且台積電完全主控海外廠營運與技術。
🎯 Quick Fact Sheet: TSMC is NOT “Given to the U.S.” — It's Global Strategy!
🔹 1. TSMC is a Taiwanese Company
Headquartered in Hsinchu, governed by a Taiwanese board, paying taxes to Taiwan, and conducting R&D in Taiwan. Its Arizona plant is part of global expansion — not a transfer of control.
🔹 2. The U.S. Plant Lags Behind Taiwan in Technology
The Arizona facility produces 5nm and 4nm chips. Taiwan already mass-produces 3nm and is developing 2nm. The U.S. plant cannot replicate Taiwan’s full ecosystem or talent density.
🔹 3. Core Technology and Supply Chain Stay in Taiwan
Advanced packaging, EUV tool operations, and key suppliers are still centered in Taiwan and allied nations. The U.S. plant depends on Taiwan-based engineers and logistics.
🔹 4. TSMC’s U.S. Expansion is for Risk Diversification, Not Technology Transfer
In a geopolitically tense world, global fabs are risk management. Both TSMC founders (Morris Chang and Mark Liu) have repeatedly stated: “Leading-edge tech will stay in Taiwan.”
🔹 5. Taiwan’s Strategy Is NOT China’s Forced-Tech Model
Unlike China’s “technology-for-market” coercion, the U.S. did not force TSMC to share IP. Taiwan keeps full control of its know-how and overseas fabs.
This fact sheet helps to:
- Counter China’s disinformation narratives;
- Reaffirm Taiwan’s sovereignty and tech leadership;
- Preserve domestic and international confidence in TSMC and Taiwan.
小額贊助支持本節目： https://open.firstory.me/user/clsviykrc013001vp31igc316
留言告訴我你對這一集的想法： https://open.firstory.me/user/clsviykrc013001vp31igc316/comments
"Sip&Talk": Casual talks on philosophy, news, AI, geopolitics, and tough topics to spark independent thinking and logic. Hosted by Sunny and Joe.
《Sip&Talk》：新聞、哲學、AI、地緣政治與艱難話題的輕鬆對談，喚起獨立思考與邏輯。由Sunny與Joe主持。
影音版：Youytube：Mickytolife
https://www.youtube.com/channel/UCzYNnXbdeL75PrERbRS3urQ
Podcast：Mickytolife
各大平台：Apple Podcast, Spotify,SoundOn,已上架
小額贊助支持Micky頻道～
https://open.firstory.me/join/clsviykrc013001vp31igc316
音質不夠好？歡迎廠商合作優質設備～
合作信箱:[email protected]
˙ 👉【加入MickyYoutube頻道會員按鈕】
https://www.youtube.com/channel/UCzYNnXbdeL75PrERbRS3urQ/join?sub_confirmation=1
👉【免費訂閱MickyYoutube頻道按鈕】
https://www.youtube.com/channel/UCzYNnXbdeL75PrERbRS3urQ?sub_confirmation=1
Micky本人的日常品酒與人生雜談
+
EP↑《Sip&Talk》｜Sunny & Joe
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