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TSMC and Intel to jointly invest in a chip factory. Expert analysis: Trump's motivations are clearly visible.

5 April, 2025

U.S. President Donald Trump imposed a 32% tariff on Taiwanese products. Although semiconductors are temporarily exempt, he stated that tariffs may be imposed on them in the future. Other reports indicate that the U.S. government facilitated a collaboration between TSMC and Intel to establish a joint venture, which will operate Intel's wafer fabrication plant in the U.S., with TSMC holding a 20% stake. Intel CEO Pat Gelsinger emphasized maintaining a dual strategy of wafer foundry and chip design. Experts analyze that this cooperation may affect TSMC's technology and market position, while TSMC has remained low-key and refrained from commenting on market rumors.

TSMC and Intel Co-Building Chip Factory: Experts Analyze Trump's Intentions Clearly

5 April, 2025

The American President Trump has imposed a 32% tariff on Taiwanese products, with semiconductor products temporarily exempted; however, he warned that semiconductor tariffs may be increased. Meanwhile, the cooperation plan between TSMC and Intel has not been affected, as both parties plan to establish a joint venture, with TSMC holding a 20% stake. Intel's new CEO, Chen Lifeng, stated that they will continue to promote a dual-track strategy of wafer fabrication and chip design. Experts point out that TSMC does not have the initiative in this negotiation and may face the risk of technology outflow in the future. TSMC declined to comment on this news; however, it has already affected the market, with Intel’s stock price rising and TSMC’s stock price falling.

The Ministry of Finance has launched three measures to fully support corporate development.

5 April, 2025

In response to the United States imposing a 32% tariff on Taiwanese goods, Finance Minister 莊翠雲 announced three industry support measures, including financial assistance, administrative simplification, and tax incentives. The Ministry of Finance will provide up to NT$200 billion in trade financing and offer interest reductions for affected businesses. Additionally, a coverage limit of NT$165 billion for export insurance will be provided. Enterprises can enjoy a maximum 15% deduction on income tax for R&D expenditures, and there are corresponding tax incentives for digital transformation projects.

The Ministry of Finance has introduced three measures to support business development.

5 April, 2025

In response to U.S. President Donald Trump's imposition of tariffs as high as 32% on Taiwanese goods, Minister of Finance Chang Chui-Yun announced three support measures, including financial assistance, administrative simplification, and tax incentives, aimed at helping businesses stabilize their financial operations and reduce costs. The Ministry of Finance will provide up to 200 billion NT dollars in trade financing, allowing affected companies to apply for interest reductions, and offering more favorable interest rates for small and medium-sized enterprises. Additionally, there will be an insurance coverage limit of 165 billion NT dollars for export insurance, as well as tax incentives for businesses' research and development expenditures and digital transformation projects.

The technology industry in the United States is seeing an increase in product prices.

5 April, 2025

The United States will implement reciprocal tariffs, prompting Taiwanese server manufacturing companies to rush to expand production capacity in Mexico, while other information and communication technology companies may raise prices. Industry players indicate that they can absorb the cost of tariffs in the short term, but prices will inevitably rise in the long term. Acer and Asus are adopting a wait-and-see attitude towards price adjustments, concerned that high tariffs will dampen demand in the U.S. market. Mexico is currently not on the list for reciprocal tariffs, allowing AI servers to temporarily avoid the impact, and companies like Hon Hai have reduced production pressure in Mexico, but the chairman of Hon Hai has expressed concerns about future demand. In addition, labor costs in the U.S. are high, meaning that only high-priced products like servers can be invested in locally; it is expected that the sales price of PCs will rise in the future to address costs.

The price of products in the technology industry in the United States is increasing.

5 April, 2025

The United States is about to implement equivalent tariffs, and Taiwanese server manufacturers are eager to expand their production capacity in Mexico. However, information and communication technology companies that cannot switch production lines have hinted at price increases. Network communication companies have stated that while they can bear the tariff costs in the short term, prices will inevitably rise in the long run. Brand computer manufacturers Acer and Asus are taking a wait-and-see attitude but do not rule out the possibility of future price increases. Industry players are concerned that high tariffs will suppress demand in the U.S. market, impacting the economy. Mexico is not on the tariff list, which reduces the production capacity pressure on companies like Foxconn. Foxconn and Quanta plan to increase their investments in the U.S. and observe future adjustments in AI server production capacity in Mexico. Network communication companies point out that the labor costs in the U.S. are high, and only high-priced products like servers can be moved to U.S. production. Channel operators expect that Acer and Asus's inventory levels will not meet the demand in the second half of the year, and computer products sold in the U.S. are bound to see price increases in the future.

TSMC and Intel are reported to be jointly establishing a company, with U.S. media reporting that both parties have reached a preliminary consensus.

5 April, 2025

According to the U.S. technology news website The Information, under pressure from the White House and the Department of Commerce, TSMC and Intel have reached a preliminary agreement to establish a joint venture to jointly operate Intel's wafer fabs in the United States, with TSMC acquiring a 20% stake in the new company. This move not only helps Intel improve its position in advanced processes but also strengthens the Taiwanese government's negotiating leverage. However, TSMC's ADRs fell over 7% in early trading in the U.S. The report indicated that TSMC may share chip manufacturing technology with Intel, but the details of the collaboration have not yet been determined. Overall, this agreement helps Intel address its long-term crisis and allows TSMC to gain a competitive advantage in the market.

Taiwan Semiconductor Manufacturing Company and Intel are reportedly forming a joint venture. American media reports that both parties have reached a preliminary consensus.

5 April, 2025

According to a report from the U.S. tech news site The Information, TSMC and Intel have reached a preliminary agreement under pressure from the White House and the Department of Commerce to establish a joint venture to operate a portion of Intel's semiconductor fabs, acquiring a 20% stake in the new company. This move is expected to enhance Intel's competitiveness in advanced processes and strengthen the Taiwanese government's bargaining position. The report notes that TSMC may share some chip manufacturing technologies and train Intel personnel. The funding for the new company and other equity holders have not yet been determined, and the final agreement is still under discussion. This issue has sparked heated discussions in the semiconductor industry, and TSMC has also adjusted its investment plans in the U.S. in response to geopolitical pressures.

Systemic risk impacts are intensifying, and the Taiwan stock market faces an important moment as it battles against the 20,000-point mark... Short-term layout suggestions should focus on defensive sectors.

5 April, 2025

After Trump announced the reciprocal tariffs, global stock markets plummeted. The Taiwanese stock market temporarily avoided a drop due to the Qingming Festival holiday, but it is expected to face correction next Monday, potentially breaking 20,695 points and even retesting the 20,000 point mark. Analysts estimate that Taiwanese stock profits will be revised down by 5% to 8%, and they recommend that investors reduce their holdings, focusing on high dividend and defensive sectors. The market is paying attention to the outcomes of subsequent negotiations, particularly in the semiconductor industry. Investors should observe the situation and avoid frequent operations in the short term.

Systemic risks are emerging, and the Taiwan stock market faces a battle to defend the 20,000 points... Short-term investment suggestions should focus on defensive stocks.

5 April, 2025

Trump announced reciprocal tariff rates, leading to turbulence in global capital markets. The Taiwanese stock market temporarily sought refuge due to the Qingming holiday, but it is expected that there may be a gap down on Monday. Analysts estimate that the Taiwanese stock market could break below the previous low of 20,695 points, and even test the 20,000 point mark, with the worst-case scenario possibly dropping to 19,662 points. In the short term, the support zone for the Taiwanese stock market is between 18,600 and 19,500 points, while the reasonable valuation range is between 18,600 and 23,560 points. Investors are advised to reduce their equity holdings and focus on high-dividend and defensive stocks. Corporate profits are expected to be revised down by 5% to 8%, with semiconductors remaining a focal point; the outcomes of subsequent negotiations will influence market trends. Investors should be patient and avoid chasing short-term rebounds.

Goldman Sachs significantly downgraded the rating of Taiwan stocks to "Neutral," while MediaTek remains on the priority buying list!

5 April, 2025

After U.S. President Trump announced new tariffs, it drew global attention. Goldman Sachs downgraded the rating of Taiwanese stocks to "Neutral" and adjusted its priority buy list, including MediaTek and removing Delta Electronics. The reason for the downgrade is that Taiwan's 32% reciprocal tariff will affect exports and economic performance, especially with higher costs in competition. Goldman Sachs also suggested that the market clarify tariff risks and the reactions of U.S. trade partners. Investors are concerned whether a weakening U.S. economy will drive funds back to Asia; Goldman Sachs believes it’s necessary to observe economic growth disparities, the trends of the U.S. dollar, and the performance of U.S. stocks. Additionally, Goldman Sachs has lowered the target prices of 11 Taiwanese AI server stocks, with Quanta Computer being the most affected, its rating downgraded to "Neutral," and target price significantly revised. Goldman Sachs analysts pointed out that MediaTek has growth potential in the AI field, expecting robust growth in future revenue and profits, assigning a "Buy" rating with a target price of 1,780 TWD.

Taiwan Stock Market's First Shot! Goldman Sachs significantly lowers its rating to "Neutral," while MediaTek is included in the priority buying list.

5 April, 2025

After Trump announced equivalent tariffs from various countries, it attracted global attention. Goldman Sachs downgraded the rating of Taiwan stocks to "Neutral" and adjusted its priority stock list, adding MediaTek and removing Delta Electronics. Goldman stated that Taiwan's 32% tariffs will affect exports and the economy, particularly the cost differences with competitors such as Japan and South Korea. Against the backdrop of a slowing U.S. economy, funds may flow back to Asia. Goldman also lowered the target prices for 11 AI server stocks, with Quanta experiencing the largest decrease. Regarding MediaTek, analysts are optimistic about its growth potential in the AI transformation and predict that revenue and profits will grow steadily from 2024 to 2027, giving it a "Buy" rating and a target price of 1,780 TWD.

Title Rewrite: The Trade War Intensifies, Global Stock Markets Plummet, and the Fear Index Soars

5 April, 2025

After Trump announced reciprocal tariffs, China quickly responded by imposing a 34% tariff on American products, leading to a global stock market crash. The three major U.S. stock indices continued to decline by more than 4% on the 4th, and European and Asian markets were also severely impacted. Additionally, the prices of crude oil and gold also fell. Trump emphasized on social media that the U.S. investment policy remains unchanged and encouraged investors to seize the opportunity. Analysts warned that the stock market may continue to pull back.

Tariff war escalates, global stock markets plummet, panic index skyrockets.

5 April, 2025

After U.S. President Trump announced reciprocal tariffs, China quickly responded by imposing a 34% tariff on American products, leading to a continued downturn in global stock markets. The three major U.S. stock indices fell over 4% in early trading on the 4th, European stocks plummeted more than 5%, and Asian stocks also significantly declined. Market panic intensified, causing the volatility index VIX to surge. Trump criticized China's retaliation on social media and emphasized future investment opportunities. Several economists warned that the stock market might further retrace, advising investors to remain cautious. Latest market data also showed significant declines in both Brent oil prices and gold prices.

Title Rewrite: China Implements Tariff Retaliation Measures, Dow Jones Industrial Average Plummets by 2,231 Points, TSMC ADR Continues to Decline by 6.72%

5 April, 2025

The Dow Jones Industrial Average fell by 2,231.07 points on Friday, continuing a cumulative decline of over 1,500 points over two days, primarily affected by President Trump's tariff policies and China's retaliatory tariffs. The S&P 500 and Nasdaq indices also saw significant declines, dropping 5.97% and 5.82% respectively. Technology stocks performed particularly poorly, with companies like Apple and Nvidia experiencing sharp losses. Concerns about the global trade war and economic recession have intensified, resulting in a market value loss of $5 trillion over two days. Trump's unwavering policy stance has disappointed investors.

"China announced tariff retaliation measures against Taiwan, causing the U.S. stock market's Dow Jones index to plummet by 2,231 points, and TSMC's ADR continued to decline by 6.72%."

5 April, 2025

The Dow Jones Industrial Average fell by 2231.07 points on Friday, marking a decline of over 1500 points for two consecutive days. The drop was triggered by U.S. President Trump's tariff policy, which sparked retaliation from China, further intensifying global economic worries. The S&P 500 and Nasdaq also experienced declines of 5.97% and 5.82%, respectively, representing the largest drops since 2020, with a total market value evaporating by $5 trillion in just two days. Among tech stocks, Apple plummeted by 7.29%, NVIDIA dropped by 7.36%, and Tesla fell by 10.42%. Trump's tariff policy has faced international opposition, and China's Ministry of Commerce announced a 34% tariff on U.S. products. Despite investor disappointment, Trump insisted that his policies would not change.

The US stock market plummeted more than 3,900 points over two days, with the S&P 500 index dropping 9% during the week.

5 April, 2025

The tariff policy of U.S. President Trump has caused an impact on global markets, with U.S. stocks plunging for the second consecutive day on Friday, and major indices closing at their lowest point of the day. The Dow Jones Industrial Average fell by over 2,200 points, marking the largest single-day drop since 2020. The S&P 500 index decreased by 5.97%, while the Nasdaq index also declined by 5.8%. China's new 34% tariff on U.S. goods disappointed the market, causing heavy losses in technology stocks, with Apple, NVIDIA, and Tesla all seeing significant drops in share prices. Market panic rose, and the volatility index soared to high levels, while Trump emphasized that his policies would not change.

The US stock market has experienced a consecutive decline of over 3,900 points in two days, with the S&P index dropping 9% within the week.

5 April, 2025

The tariff policy of U.S. President Trump has impacted the global market, with U.S. stocks continuing to plunge on Friday (the 4th), as major indices closed at their lowest points of the day. The Dow Jones Industrial Average fell by 2,231.07 points, recording the largest single-day drop since June 2020. The S&P 500 index and the Nasdaq index dropped by 5.97% and 5.8%, respectively, entering a bear market. China imposed a 34% retaliatory tariff on U.S. goods, deepening market concerns over the trade war and economic recession. Major tech stocks such as Apple, Nvidia, and Tesla were heavily hit, and investors turned to the bond market for safety, leading to a significant rise in the market's fear index. Trump maintained a tough stance on this matter, stating that his policies will not change.

The Taiwan stock market fell 300 points in a week... An Kong Holding's "this stock" has hit the daily limit for two consecutive days, with a trading volume reaching 50,000 shares in three days, becoming the king of both volume and price increase within the week.

5 April, 2025

The Taiwan Stock Weighted Index fell by 304.67 points this week, closing at 21,298.22 points, a decline of 1.41%. The security monitoring company 藝格 (3434) has seen its stock price rise recently, with February revenue reaching 83.36 million TWD, a year-on-year increase of 23.37%. This week, 藝格’s stock experienced two limit-up sessions, ultimately closing at 47.95 TWD, with a weekly increase of 8.85% and a trading volume exceeding 50,000 lots, making it the top performer in both price and volume for the week. Other companies that performed well include 來頡 (6799) and 台揚 (2314). Investors must make independent judgments and be aware of risks.

The Taiwan stock market fell 300 points during the week... Security control "this stock" surged strongly with two limit-up days, achieving a trading volume of 50,000 lots in three days, becoming the king of both volume and price increase for the week.

5 April, 2025

The Taiwan stock market weighted index dropped by 304.67 points this week, closing at 21,298.22 points, with a decline of 1.41%. Zhegu (3434) saw its stock price rebound since mid-March, with a 23.37% year-on-year increase in revenue for February. This week, its stock price hit the daily limit up twice at the opening, closing at 47.95 TWD, with a weekly increase of 8.85%, and the trading volume exceeded 50,000 shares, making it the leader in both volume and price increase for the week. According to data, Zhegu outperformed other stocks in terms of stock price and trading volume increase, showing its strong market performance.

The US stock market has plummeted for two consecutive days, erasing $6 trillion in market value. The Dow Jones Industrial Average fell by 2,200 points, and the Nasdaq has entered a bear market.

5 April, 2025

On April 5, 2025, after U.S. President Trump announced comprehensive tariff measures, the U.S. stock market plunged for the second consecutive day. The Dow Jones Industrial Average fell by 2,231 points, a decrease of 5.5%, closing at 38,314.86 points. The Nasdaq index dropped by 962.82 points, or 5.82%, entering a bear market. The S&P 500 index also fell nearly 6%. China’s retaliatory measures against the U.S. raised concerns among global investors, leading to a market capitalization loss of about $6 trillion. DuPont China’s stock price plummeted by 12.7% due to allegations of violating antitrust laws. Tech giants like Apple, NVIDIA, and Tesla also experienced significant declines, severely undermining investor confidence.

The US stock market has fallen for two consecutive days, evaporating $6 trillion. The Dow Jones index plummeted by 2,200 points, and the Nasdaq officially entered a bear market.

5 April, 2025

On April 5, 2025, after U.S. President Trump announced comprehensive tariff measures, the U.S. stock market plunged for the second consecutive day. The Dow Jones Industrial Average dropped by 2,231 points, a decline of 5.5%; the Nasdaq index fell by 962.82 points, entering a bear market. The total market capitalization evaporated by approximately $6 trillion. The 34% tariff imposed by Trump provoked retaliatory measures from China, escalating trade tensions between the two sides, and heightening investor concerns about an economic recession. Technology giants such as Apple, Nvidia, and Tesla saw significant declines in their stock prices, reflecting market unease.

Title Rewrite: The South China Cloud System Strengthens from Today, Expecting Rainfall; A Cold Front Will Arrive in Succession on the 10th

5 April, 2025

The Central Weather Bureau predicts that today the cloud system from South China will move eastward, bringing localized brief showers to northern Taiwan, the eastern part, and the Hengchun Peninsula. The temperature in the northern regions and Yilan will drop to 16 or 17 degrees, while central and southern Taiwan will be around 18 to 21 degrees. Daytime highs will reach 20 or 21 degrees in the north, 23 to 25 degrees in the central region, and 27 to 29 degrees in the south, with a noticeable temperature difference between the northern and southern areas. From Monday to Wednesday, the effects of the cloud system from South China will continue, but the rain will not be persistent. Weather conditions will be more unstable from Thursday to Friday, with the possibility of thunderstorms. The mountainous areas may face risks of snowfall or ice accumulation, so safety precautions should be taken when going outdoors. In the offshore islands, there will be localized brief showers, and air quality alerts are issued for the northern and central regions regarding pollutant accumulation.

"Bloody Friday Shakes US Stock Market to New Highs, Trump's Tariffs Trigger $6 Trillion Asset Melt"

5 April, 2025

U.S. President Trump announced global tariffs, and China immediately responded with the same tax rate. The U.S. stock market plunged for two consecutive days, with a total market value evaporating by approximately $6 trillion. The Dow Jones Industrial Average fell by 2,231.07 points, marking the largest decline since the pandemic. The S&P 500 index and the Nasdaq index also dropped significantly, indicating that the U.S. stock market bull run may have come to an end. Global reactions to Trump’s high tariff policy vary, especially with Vietnam seeking to lower import tax rates to reduce the impact, while China maintains a tough stance. Analysts predict that economic growth will be subject to long-term impacts.

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