TSMC Games Zhang Zhongmou's "this sentence" is too important.

Host He Rong
Former legislator Lei Qian
Director of the Cross-Strait Relations Research Center of Tamkang University Zhang Wuyue
Professor Zhuang Bozhong, Department of Journalism, Culture University
#TSMC#Arizona factory#wafer bill#AI#semiconductor#phoenix city#Huawei#GPU#Porsche#yield#BRICSTime#Tehran#Iran #xijinping#He Jinli#Trump#Trump#Harris#CBOE#Swing State#Stock Market Fear Indicator#US Presidential Election#Tariffs#Inflation#Republican#Democratic#Senate#House of Representatives#BRICSTime#Tehran# Pennsylvania #xijinping #BRICS Summit #Brazil #Nicaragua #Venezuela #Global South #Putin #BRICS Grain Exchange #Three Wheel Drive #Kazan Declaration #Xi Jinping #Lula #Maduro #Porsche #AI#BRICSTime#Tehran#Iran#Putin#Kusk#Ukraine#Kursk#Zelensky#F16#Kim Jong-un#Su34#Russia#Putin#Putin#Musk#star Chain#Porsche#Pokovsk#Huang Xiaoming#North Korea#Tehran#Iran#Xi Jinping#He Rong
Sports meeting speech "profound meaning" Zhang Zhongmou: TSMC has become a battleground for military strategists!
The performance of the US factory exceeded expectations? Division president: The chip yield rate of the Phoenix factory is higher than that of Taiwan
TSMC’s Q3 revenue exceeds 759.6 billion, Huida GPU drives revenue! Will advanced manufacturing processes remain in Taiwan?
U.S. media eager to report good news? Bloomberg: A major breakthrough in the factory expansion plan! Is the labor dispute a misunderstanding?
TSMC will build third factory in Arizona with $6.6 billion in subsidies from Biden administration
TSMC has gone through many twists and turns in building a U.S. factory and has already overcome difficulties. But the U.S. government wants more?
TSMC’s internal controls are leak-proof. Is the U.S. Department of Commerce’s call for an investigation a false move? Is it intended to shock Huawei?
One loosening and one tightening: TSMC’s Nanjing factory is authorized by the United States in 2024 to receive services covered by regulatory laws
A-share semiconductor industry is bullish in Q3, Quanzhi Technology and Jinghe Integration report good results. Will TSMC maintain its advantage in mainland China?
U.S.-China Game: How can TSMC combat geopolitical risks? Global Vision analyzes the "underlying logic"
Uncertainties in the US election are too high. BlackRock: There may be a very messy legal battle.
Hedging? Escape? Mixed emotions! Global hot money has flowed into U.S. money market funds for 21 consecutive weeks
Gradual interest rate cuts, soft landing unchanged? How does the US election connect the global economy? Global Vision Analysis
The hen tramples the chick to death? Wall Street Journal: Democratic senators support Trump!
Pennsylvania and Wisconsin senators jump ship and support tariff policy. Is Harris unable to reverse it?
Party members are scrambling for votes and placing ads to support Trump. Are Democrats afraid of losing the majority in the Senate?
The Republicans lost their majority in the House of Representatives and the Democrats lost their advantage in the Senate. The first reelection in 230 years?
Is Trump’s spillover effect insufficient? The Republican Party’s 220 seats may be revised down. The Republican House of Representatives election situation is not optimistic?
The Democratic Party holds 47 seats in the Senate, and needs to reverse the majority to win red states. Can it directly attack the Republican vote base?
Is a political deadlock likely to break out after the US election? Will the intensity surpass that of the Green vs. Blue vs. White? All major bills will be blocked?
The 16th BRICS Summit officially issued the Kazan Declaration!
The full text of the Kazan Declaration contains 134 items to strengthen the three-wheel drive of BRICS countries
Russia proposes to establish BRICS grain exchange!
What are the strategic benefits of establishing a raw materials trading market among BRICS countries?
The BRICS countries reached a consensus and Russia invited 13 countries to join
Brazilian government pressure? Venezuela, Nicaragua excluded?
Venezuela and Nicaragua are pro-China and Russia. Why can’t they join the BRIC?
China and Russia cannot lead the expansion? Is Brazil’s influence really that great?
Putin presides over BRICS summit, UN Secretary-General also attends
Countries from the Global South actively participated in the meeting and supported Putin with actions?
Putin uses BRICS summit to prove that Russia is not a diplomatic pariah?
The BRICS summit brings together 32 countries. Does Western diplomacy fail to isolate Putin?
Ukraine's General Intelligence Service confirmed that the first batch of North Korean troops has arrived in Cusk!
The North Korean army officially joins the war. Its morale and cohesion are higher than those of the Russian army?

[@建祥方-g9g]

有雷倩姐的，都看

[@陳志堅-o4j]

我不懂技術，但以常識判斷，梁孟松以DUV做出7奈米，甚至假設可以做出5奈米，但這是以犧牲良率換來的，反之美國廠如果以H EUV做4奈米，也許可以提升良率，但成本呢？沒提？可能是ㄧ種忽悠的話術，良率真有提升，但成本增加多少？客戶買單嗎？這才是重點，一句沒提，拉低了臺灣臺積三率。

[@icelee3741]

TSMC在台繳多少稅?合理嗎?