TSMC revealed at the press conference on the 12th that it is evaluating the possibility of setting up a factory in Europe.

(Reuters)

[Compile Sun Yuqing/Comprehensive Report] TSMC President Wei Zhejia revealed at the law conference on the 12th that he would evaluate setting up a factory in Europe, and the outside world believes that Germany is a possible location.

In this regard, the European edition of the American news website Politico analyzed on the 13th that this will be an economic incentive for Germany, but it is a very sensitive issue in geopolitics. If Taiwan and Germany can reach an agreement, the Berlin authorities have long The Asian policy "with Beijing at its core" may be shaken.

The report pointed out that if the European side only intends to use subsidies to attract TSMC to set up factories, then there is no doubt that Taiwan will not help Europe build chip production capacity.

For example, successive U.S. administrations have maintained arms sales relations with Taiwan, and Japan has also actively taken potential conflicts across the Taiwan Strait into consideration in its latest defense strategy.

TSMC has begun to promote the plant establishment plans in the United States and Japan, and even considers setting up a second plant in Japan.

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In contrast, the German side only expressed non-military and moral support.

For example, during her recent visit to Taiwan, Marie-Agnes Strack-Zimmermann, Chairman of the Defense Committee of the German Parliament, said frankly that Germany would not directly provide arms to Taiwan like it is currently aiding Ukraine. Officials at all levels, and no one has talked about the hope that Germany will increase the supply of weapons to Taiwan. "Our role is relatively non-military."

It is understood that the government of German Chancellor Scholz is formulating a new China strategy, but many people speculate that under the pressure of the German business community, the Scholz government may restrain its tough statement on China.

A Western diplomat based in Taipei said that if Taiwan could reach an agreement with Germany on TSMC's plant, it would be a "game-changer" that would affect Berlin's long-standing "Beijing-centric" Asia. policy, "Without a real investment plan, it is difficult to persuade Germany to examine this issue in depth."

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