So we had a pretty big announcement today concerning the US and TSMC.

今天我們有一個關於美國和臺積電的重大消息要宣佈。

Let's check it out.

讓我們來看看。

So we are now very happy to announce we are going to invest additional 100 billion US dollar.

是以，我們現在非常高興地宣佈，我們將追加 1000 億美元的投資。

We are going to build three more new fab and another two very advanced packaging fab and most important, R&D center.

我們將再建三座新工廠和兩座非常先進的封裝工廠，以及最重要的研發中心。

There you go, TSMC planning to build three new semiconductor manufacturing fabs, two semiconductor packaging plants and I think most importantly, R&D, Research and Development Center.

臺積電計劃新建三座半導體制造廠、兩座半導體封裝廠，我認為最重要的是研發中心。

I put out a poll earlier today.

我今天早些時候做了一個民意調查。

Seeing what people thought about this.

看看大家對此有何看法。

And most people think that it's good for Taiwan, but there were a lot of concerns that this weakens Taiwan's silicon shield.

大多數人認為這對臺灣有利，但也有很多人擔心這會削弱臺灣的硅屏蔽。

So let's talk about that, let's dive into this topic.

所以，讓我們來談談這個問題，讓我們深入這個話題。

Now, I totally understand where those concerns come from, the more high-end semiconductors that are not made in Taiwan.

現在，我完全理解那些非臺灣製造的高端半導體產品的擔憂來源。

The weaker Taiwan's position will be.

臺灣的地位將越弱。

However, I think that the damage to Taiwan's silicon shield is pretty minimal.

不過，我認為這對臺灣的硅屏蔽造成的損害微乎其微。

I think that Taiwan is getting more out of this bargain than what they're losing.

我認為，臺灣從這次交易中得到的比他們失去的更多。

So if we take a look at it objectively.

是以，如果我們客觀地看待這個問題。

Right now the demand for high-end semiconductors is much higher than the supply.

目前，高端半導體供不應求。

And from what I understand, TSMC was planning on building more semiconductor manufacturing plants overseas anyways.

據我所知，臺積電計劃在海外建立更多的半導體制造工廠。

But even if TSMC is building these semiconductors outside of Taiwan, Taiwan will still have the market share, the majority share.

但是，即使臺積電在臺灣以外的地方生產這些半導體，臺灣仍將佔據市場份額，即大部分份額。

The lion's share of the market, the majority of semiconductors will still be made in Taiwan, Taiwan will remain crucial to the world economy.

臺灣仍將佔據絕大部分市場份額，大部分半導體仍將在臺灣製造，臺灣對世界經濟仍將至關重要。

That's not going to change.

這一點不會改變。

Meanwhile, Taiwan and the US become even more economically intertwined.

與此同時，臺灣和美國的經濟聯繫更加緊密。

And TSMC gains even more influence in Arizona.

臺積電在亞利桑那州的影響力進一步擴大。

Which in the past has been a electoral swing state, so TSMC gains political influence within the US.

該州過去一直是選舉的搖擺州，是以臺積電在美國國內獲得了政治影響力。

Now, if you watch the entire announcement, the press asked some questions, they talk about tariffs with Canada and Mexico and China and other countries.

現在，如果你看了整個公告，媒體問了一些問題，他們談到了與加拿大、墨西哥、中國和其他國家的關稅問題。

But tariffs with Taiwan weren't discussed, Trump didn't bring up any tariffs concerning Taiwan, he didn't mention it at all.

但沒有討論與臺灣的關稅問題，特朗普沒有提出任何與臺灣有關的關稅問題，他完全沒有提及。

So maybe because of this deal, Taiwan won't have the tariffs that other countries are being subjected to.

是以，也許因為這項協議，臺灣不會像其他國家那樣被徵收關稅。

I don't know.

我不知道。

We'll have to wait and see in the future, but that was the perfect opportunity to talk about tariffs in Taiwan.

未來我們將拭目以待，但這是談論臺灣關稅的絕佳機會。

And they didn't do it.

但他們沒有這麼做。

I think that's very telling, what wasn't said.

我認為這很能說明問題，說明什麼沒有說。

Also, TSMC's initial investment back in 2020, it's still not complete.

另外，臺積電的初始投資早在 2020 年就開始了，現在仍未完成。

They promised to build three manufacturing plants in Arizona and the third one won't be complete until 2028.

他們承諾在亞利桑那州建造三座生產廠，而第三座要到 2028 年才能完工。

So all this additional investment, that's happening for years to come.

是以，所有這些額外投資都將在未來數年內發生。

It will likely happen after the Trump presidency, construction will probably begin on the packaging plants and maybe another manufacturing plant.

這很可能會在特朗普就任總統後發生，包裝廠可能會開工建設，也許還會有另一個製造廠。

And this influence actually gives Taiwan another card to play in the in the great game of geopolitics.

這種影響實際上為臺灣在地緣政治大博弈中提供了另一張牌。

Like I said, the economic ties between the US and Taiwan have just became much more intertwined.

正如我所說，美國和臺灣之間的經濟聯繫變得更加緊密。

Much more dependent on one another and overall, I think that's a good thing for Taiwan.

相互依賴程度大大提高，總體而言，我認為這對臺灣是件好事。

Because trust me, I know the US has a lot of faults.

因為相信我，我知道美國有很多缺點。

It's far from a perfect country, but as far as world superpowers go, it's the lesser of two evils.

它遠非一個完美的國家，但就世界超級大國而言，它是兩害相權取其輕。

All right, hey, that's all I have.

好了，嘿，我只有這麼多了。

Please leave a comment if you want to add to the discussion.

如果您想參與討論，請留言。

I really appreciate you watching, thanks for watching, a giant big thank you to my channel members.

我真的很感謝你們的收看，感謝你們的收看，同時也非常感謝我的頻道成員。

Thank you so much.

非常感謝。

Peace and love.

和平與愛

I'll see you.

回頭見