TSMC will hold its board meeting in the United States for the first time in history on February 11 and 12 to discuss dividends for the previous quarter (24Q4), capital expenditure for the current quarter (25Q1), and its global positioning to navigate geopolitical risks, according to Taiwan’s
Ukraine’s disarmament was based on the belief that international agreements would guarantee its security—a belief that proved disastrously wrong when Russia invaded. Similarly, if Taiwan allows TSMC’s technology to be fully transferred to the U.S., it risks losing its strategic leverage, making it more vulnerable in the long term.
To secure its future, Taiwan must carefully balance economic cooperation with national security, ensuring that its technological advantage remains an integral part of its geopolitical strategy.
Ukraine’s disarmament was based on the belief that international agreements would guarantee its security—a belief that proved disastrously wrong when Russia invaded. Similarly, if Taiwan allows TSMC’s technology to be fully transferred to the U.S., it risks losing its strategic leverage, making it more vulnerable in the long term.
To secure its future, Taiwan must carefully balance economic cooperation with national security, ensuring that its technological advantage remains an integral part of its geopolitical strategy.