Wei Zhejia: The U.S. government will not acquire shares in TSMC! Not worried about the occurrence of 'American TSMC'

Wei Zhejia clarified in one sentence that "the United States will not acquire shares in TSMC," dispelling the concerns of Taiwanese people about "American TSMC," and the stock price and market confidence began to recover. (Background: Not just Intel! The Trump administration's "subsidy swap" extends to TSMC and Samsung, with national capital coming in strong.) (Additional background: Trump proposed a 100% semiconductor tariff, TSMC's $20 billion investment "dodged a bullet" with a 5% opening gain.) The semiconductor sector on Wall Street, originally shrouded in clouds, saw a moment of clarity due to a brief statement from TSMC Chairman Wei Zhejia on the evening of August 22. After dining with NVIDIA CEO Jensen Huang, Wei emphasized that the U.S. government "has decided not to acquire shares in TSMC." This news injected a strong dose of confidence into TSMC's stock price, which had been declining for several days, and temporarily eased the nerves of the global supply chain. Rumors of "subsidy swap rights" sparked panic, starting from the latest implementation plan of the (Chip Act). The Wall Street Journal pointed out that the new Trump administration team is considering taking "subsidy swap rights" from semiconductor companies that receive subsidies to ensure control over critical supply chains. The most notable case is Intel, where the U.S. side has acquired about 10% of the shares and additional warrants. The market speculated that TSMC, Micron, and others could also be included in the same formula. The market sent a warning, resulting in TSMC's stock price falling for three consecutive days, with its market value evaporating by over NT$1 trillion, and discussions about "American TSMC" heated up online. A single statement from Wei Zhejia turned the situation around. Last night (22nd), the dinner between Wei Zhejia and Huang Renxun became a crucial turning point. Wei publicly stated: I am very certain that the White House has announced that it will not conduct equity acquisitions of companies that have already committed to expanding investment in the U.S., and TSMC is definitely one of them. As soon as he finished speaking, TSMC's ADR rebounded by 2.7% at the close, and the semiconductor ETF also stopped falling and turned positive. Wei mentioned that the U.S. side assessed that TSMC has already established a significant factory in Arizona, making additional equity unnecessary. In the future, incentives for equity swaps will only be reserved for companies that have "not yet expanded investment in the U.S." Analysts interpreted this as the U.S. government choosing "differentiated management" between security and production capacity, respecting the governance and technological pace of existing investors. Industry insiders pointed out that TSMC's 2-nanometer mass production schedule has not been disrupted, and advanced packaging capacity continues to expand. Due to tight scheduling of orders for high-performance chips from Apple, NVIDIA, AMD, and OpenAI, short-term turbulence has not changed the structure of end-demand but instead highlights TSMC's irreplaceability in the global supply chain. Related reports Google’s ambitions: from AI computing power data centers to crypto stablecoins Xi Jinping rarely criticizes "every province is developing AI, computing power, and electric vehicles," how to solve the repeated investment chaos in China's industry? "Wei Zhejia: The U.S. government will not acquire shares in TSMC! Not worried about the occurrence of 'American TSMC'" this article was first published by BlockTempo (the most influential blockchain news media).