Hsu: Taiwan's Chip Sector At Focal Point Of Geopolitical Risks

The video discusses Nancy Pelosi's visit to Taiwan, which received mixed reactions. While it symbolized US support for Taiwan, it also heightened tensions with China. The visit's impact on Taiwan's semiconductor industry is significant, given its role in US-China tech competition. The US Chips and Science Act aims to boost domestic chip production, affecting TSMC's operations. Despite geopolitical tensions, Taiwan's semiconductor trade with China remains crucial.

What was the general public's reaction in Taiwan to Nancy Pelosi's visit?

• They were unaware of the visit.

• They were indifferent.

• They saw it as a symbol of US support.

• They were unanimously against it.

What concerns did the Taiwanese business community have regarding Pelosi's visit?

• Economic repercussions from China

• Increased tourism

• Lack of media coverage

• Decreased foreign investments

What military actions might China take in response to Pelosi's visit?

• Opening new trade routes

• Increased military activity near Taiwan

• Reduction in military presence

• Increase in diplomatic visits

How is the semiconductor industry significant in the US-China tech competition?

• It is irrelevant to the competition.

• It is the focal point of the competition.

• It is only important to Taiwan.

• It is a minor aspect of the competition.

What is a key condition of the US Chips and Science Act for foreign chip companies?

• They must relocate their headquarters to the US.

• They must not invest in high-end technology in China.

• They must invest in China.

• They must reduce production.

What is the current trade relationship between Taiwan and mainland China?

• There is no trade relationship.

• Taiwan has a significant trade surplus with China.

• Taiwan has a trade deficit with China.

• Trade is limited to agricultural products.

What strategic decision does TSMC face regarding its operations?

• Whether to stop all operations

• Whether to increase investment in China

• Whether to expand operations in the US at the expense of China

• Whether to focus solely on agriculture