#hkstartups 面對特朗普政府可能重啟晶片關稅，台積電將延後日本熊本第二廠計劃，優先擴大美國亞利桑那投資，預計追加 1,000 億美元資金。該決策突顯美中科技脫鉤對供應鏈佈局的深遠影響，儘管日本官方聲稱計劃未變，但實際動工時間已無法預測，凸顯貿易政策牽動半導體全球投資走向。
To hedge against possible Trump tariffs, TSMC is delaying its second chip plant in Japan and shifting focus to the U.S., where it’s committing at least $100 billion in additional investment. The move reflects rising pressure from geopolitical trade dynamics and highlights how tariff threats are reshaping semiconductor supply chains globally.
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Full article [https://www.wsj.com/tech/tsmc-to-delay-japan-chip-plant-and-prioritize-u-s-to-avoid-trump-tariffs-f623c07e](https://www.wsj.com/tech/tsmc-to-delay-japan-chip-plant-and-prioritize-u-s-to-avoid-trump-tariffs-f623c07e)