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BackXie Jinhe responded to Trump’s statement that Taiwan’s chip company plans to invest US$500 billion: TSMC’s market value is sixth in the world, and investment is not terrible
Xie Jinhe responded to Trump’s statement that Taiwan’s chip company plans to invest US$500 billion: TSMC’s market value is sixth in the world, and investment is not terrible
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自由时报52 minutes agoBusiness2 min readChinaView original

Xie Jinhe responded to Trump’s statement that Taiwan’s chip company plans to invest US$500 billion: TSMC’s market value is sixth in the world, and investment is not terrible

trumptime magazineTaiwan Chip Corporation

Quick Look

  • In an exclusive interview with Time Magazine, U.S.
  • President Trump said that a great Taiwanese chip company plans to invest US$500 billion in the United States.
  • Xie Jinhe, chairman of Caixin Media, responded by pointing out that this figure would have been shocking if it had been raised 3 or 5 years ago, but now Taiwan The market value of Taiwanese companies has increased significantly.

AI-generated summary

Why It Matters

In recent years, the market value of Taiwanese technology companies such as TSMC has grown rapidly and they have become an important part of the global supply chain. The United States is actively striving for the repatriation of semiconductor manufacturing, and Taiwan and the United States are increasingly cooperating in the field of science and technology.

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U.S. President Trump said in a latest interview with TIME that a "great Taiwanese chip company" planned to invest US$500 billion in the United States, sparking discussion from the outside world. (AP)

[Instant News/Comprehensive Report] US President Trump said in the latest interview with Time Magazine (TIME) that a "great Taiwanese chip company" plans to invest US$500 billion in the United States, triggering discussion from the outside world. Xie Jinhe, chairman of Caixin Media, pointed out in an article that if this was said 3 or 5 years ago, everyone would be shocked, but now the market value of Taiwanese companies has greatly increased, and the pattern has become bigger. TSMC is currently the sixth largest company in the world, with a market value of more than 2 trillion U.S. dollars. If you deduct the 265 billion U.S. dollars that have been invested, it is actually not that scary! Xie Jinhe also cited Taiwanese companies such as MediaTek, Taiwan Cement Corporation, and Winbond as examples, saying bluntly that there will be more and more trillion-dollar companies in Taiwan that are riding the wave!

Xie Jinhe posted a post on Facebook with the title "Taiwanese companies are entering the world stage" and pointed out that in the past two days, everyone has noticed that President Trump has once again announced that Taiwan's great companies will invest US$500 billion in the United States! If this was said 3 or 5 years ago, everyone would have been shocked and probably at a loss. But now they are no longer so scared. The reason for this is that the market value of Taiwanese companies has increased significantly and the landscape has become larger.

Please read on...

Xie Jinhe said that the Taiwan stock market has advanced to NT$170 trillion, about US$5.3 trillion, and is already the fourth largest stock market in the world. This is what Lin Xiuming, chairman of the exchange, said that Taiwan has finally sat on the main table. The market value of Taiwan's stock market has increased, and many companies have followed suit.

Xie Jinhe analyzed that TSMC is now the sixth largest company in the world with a market value of more than 2 trillion U.S. dollars. TSMC’s net profit in the first half of this year is NT$1.279 trillion, and may reach NT$3 trillion for the full year. Based on Amazon’s capital expenditure of 220 billion this year, In terms of US dollars, Google US$205 billion, Microsoft US$190 billion, Meta US$144.5 billion, TSMC’s US$500 billion, if you deduct the US$265 billion already invested, is actually not that terrible! It’s just that you can’t just invest and build factories casually. In the end, it still needs to be carefully evaluated by TSMC to measure market supply and demand.

Xie Jinhe mentioned that in Taiwan this year, in addition to TSMC, MediaTek is also striving to reach the upper reaches. In the past, MediaTek was only an inconspicuous competitor of Qualcomm. Now MediaTek has widened the gap ahead of Qualcomm. This time, Huida fully acquired MediaTek's convertible bonds for US$3.5 billion. This is an important step for MediaTek to go global! In the next step, MediaTek may surpass Alibaba. More than ten years ago, Jack Ma was arrogant. Looking back now, MediaTek is about to catch up with Alibaba!

Xie Jinhe explained that so far, MediaTek is the 67th largest enterprise in the world, with a market value of US$249 billion. MediaTek’s market value exceeds that of AZ of the UK, Siemens of Germany, SAP, Software Bank of Japan, and Nestlé of Switzerland. This is hard to imagine.

Xie Jinhe also pointed out that Taiwan Cement Corporation recently acquired a Ukrainian cement company, Winbond spent US$1.12 billion to buy Infineon's Nor Flash plant, and Amazon spent NT$1.589 billion to participate in the private placement of Jinxiang Electric. More and more international companies are coming to Taiwan to lock up production capacity, and there will be more and more Taiwanese trillion-dollar companies riding the wave!

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What to Watch

AI outlook — possibilities, not facts

  • TSMC will disclose details of its U.S. investment plans within the next 12 months

    Likely · Within months

  • MediaTek’s market capitalization will likely exceed NT$7 trillion in the next 18 months

    Possible · Within months

Open Questions

  • Which Taiwanese chip company is specifically planning this investment?
  • How many years will the investment be spread over? Which processes or production capacities are it mainly used for?
  • Has this project been approved by the Taiwan government?

Related Topics

trump
PeopleXie Jinhe
Organizationstime magazineCaixin MediaTSMCMediaTek
PlacesTaiwanUnited StatesUkrainegermany
Topicstime magazineTaiwan Chip Corporation$500 billion investmentXie JinheTSMCMediaTek
This article was originally published by 自由时报.

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