TSMC lost a thousand yuan! Experts are too handsome: TSMC concept house "myth busted must fall" can be sold

After TSMC announced its investment of $100 billion in the United States, housing market experts warned that it would be difficult for the "TSMC concept house" to reproduce its past glory in the future, and a large number of talents would flow to the United States. (Synopsis: The US customs detained bitcoin mining machines to "mistakenly identify Huawei RF" and shouted TSMC's shock ban, which has now been fully released will benefit mining companies) (Background supplement: Trump shouted to end the $52 billion chip bill subsidy: Don't want to give TSMC a dime... TSMC, the protector of the country, closed at NT$998 per share, a five-month low. Although the company today announced a consolidated revenue of 260.09 billion yuan in February, an annual increase of 43.1%, a record high in the same period, the market is worried about the slowdown in short-term growth momentum due to an 11.3% monthly decrease from January. Turning to a pessimistic market atmosphere, some netizens began to shout on the Taiwan stock investment forum: "950 call me", "8 words to say", and even bluntly said "this year does not rule out falling to 800". In fact, the annual February revenue is usually worse than January due to fewer working days, but this year's market doubts about TSMC are not limited to short-term earnings figures, but also pay attention to its global layout strategy, US factory construction progress, and capital expenditure plans, which will affect the future trend of stock prices. TSMC goes to the US housing market to fear change? In addition, with TSMC announcing an investment of $100 billion in the United States, the market began to worry about whether the "TSMC concept house" can continue to rise? Well-known investors "too handsome" recently warned that TSMC will definitely transfer manpower from Taiwan to build 6 wafer fabs, 2 packaging and testing plants, and 1 R&D center in the United States. He added that a TSMC plant could drive 8,000 jobs downstream, when the number of Taiwanese talents moving to the United States will be much more than expected, and in the context of falling demand, it is reasonable for house prices to fall by 30% in a decade. In the past, TSMC cover factories drove up house prices, because employees and third parties had strong housing demand. But now a large number of senior engineers may be transferred to the United States, which may change the housing purchase model of TSMC employees, and in the future, they will no longer "buy three or four houses in one go", and may even release real estate one after another, affecting market confidence. Name the four counties and cities in 7 potentially affected areas: Hsinchu and Zhubei: the largest beneficiary areas in the past, but in the future, manpower will move out, and house prices may be corrected first Taichung Shalu, Daya: Housing prices have risen due to the investment boom, but the fundamentals are not yet stable Thu Nhon and Yongkang, Tainan: popular areas around Nanke, but if demand decreases, prices may loosen Kaohsiung Nanzi: Benefiting from TSMC's factory expansion, but if investor confidence is shaken in the future, housing prices will be affected All in all, investors who think too much think that they have "TSMC concept houses" in their hands, Sell when the tax time is up, it is expected that it will be difficult to rise in the future, and investors can readjust their eyes back to the big cities. TSMC recruits 8,000 talents, with an average annual salary of 2.2 million TSMC will participate in the NTU Campus Enterprise Expo this week and officially launch the 2025 talent recruitment plan, predicting that 8,000 new employees will be recruited, and the average annual salary of master's degree engineers can reach 2.2 million yuan. TSMC said that this year it will hold physical talent recruitment activities in 19 universities in Taiwan, hoping to attract international talents. The future work location covers Taoyuan, Hsinchu, Miaoli, Taichung, Chiayi, Tainan, Kaohsiung and other important science and technology towns. The market will continue to pay attention to "how many people TSMC recruits", "how many people will TSMC send to the United States", "will it affect changes in real estate demand"? Extended reading: TSMC becomes MEMC? Minister of Economy: Guarantee that advanced processes will remain in Taiwan, experts estimate that the proportion of local production will decline by 15~20% Related reports The US customs detained bitcoin mining machines to "mistakenly identify Huawei RF" and shouted that TSMC's shock ban has been fully released, which will benefit mining companies Trump shouted to end the $52 billion chip bill subsidies: I don't want to give TSMC a dime... Trump 2.0's First Congressional Speech: The American Dream Is Unstoppable! TSMC's strongest in the world "does not want to be subject to tariffs" to invest in the United States "TSMC lost a thousand yuan! Experts are too handsome: TSMC concept house "myth busted must fall" can be sold if it can be sold" This article was first published in BlockTempo "Dynamic Trend - The Most Influential Blockchain News Media".