On March 19th, according to Kuaikeji, under pressure from the United States, TSMC has continuously increased its investments in the US in recent years, with committed investments reaching $165 billion. However, the US believes this is still insufficient. In the future, TSMC may not only have to add another $100 billion to $200 billion in investment but could also be forced to transfer 40% of its production capacity to the US, a goal previously revealed by US Commerce Secretary Gina Raimondo. The production capacity TSMC transfers will not be outdated or mature processes; it will inevitably be advanced processes. The factories currently in mass production in the US are already using 4nm technology. Future transfers will only involve 3nm, 2nm, and the yet-to-be-mass-produced A16 and A14 processes, which is tantamount to hollowing out TSMC. Regarding this US objective, NVIDIA CEO Jensen Huang also responded at the GTC conference, stating that transferring 40% of production capacity to the US is "very difficult" and that the global supply chain will still rely on tech companies like TSMC for some time to come. (Dongxin News Agency)