Part 9/11:
Mutual Benefits and Regional Dynamics
If navigated well, the investment could result in benefits for both the US and Taiwan. For the US, such a deal strengthens semiconductor manufacturing on its own soil—a crucial strategic goal for both the Trump and Biden administrations. For TSMC, the expansion helps alleviate pressure from high demand back home, allowing the company to scale its operations internationally. Additionally, the deal could potentially deepen US-Taiwan relations, aligning them around shared economic and security interests.
However, it’s crucial to underscore the obstacles that mistrust could impose. Concerns about American tariffs on Taiwanese chips or further geopolitical maneuvering could hinder progress and overshadow the economic benefits of the investment.