TSMC's potential $100 billion investment in the U.S. has sparked intense discussion regarding its implications for both the Taiwanese and U.S. semiconductor industries. The investment is seen by some as a threat to Taiwan's importance in global semiconductor manufacturing, with fears that the move could indicate a diminishing role for Taiwan in light of geopolitical tensions, specifically regarding China. Skepticism around the investment's execution versus mere announcement has arisen, reminiscent of prior situations like the Foxconn deal in Wisconsin. Concerns also exist regarding the long-term strategic implications of such investments amid rising tariffs and the nature of U.S.-China relations, especially if ASML's technology were to be restricted for U.S. usage. Overall, while this investment may solidify TSMC's position in the U.S. market, it raises complex questions about the balance of power in semiconductor manufacturing and national security.