After U.S. Federal Reserve Chair Jerome Powell signaled the Fed will slow down the pace of interest-rate hikes, four major U.S. stock indexes ended Wednesday with solid gains. In additional, U.S. President Joe Biden plans to travel to TSMC's Arizona facility for the tool-in ceremony.
TSMC will hold a tool-in ceremony in Arizona, U.S. on the 6th. The White House confirmed that U.S. President Joe Biden will attend, which propelled TSMC's ADR to rise by 4.6 percent. People are concerned whether TSMC's talents and export orders will see an outflow.
Wang Mei-hua, Minister of Economic Affairs: “We have high regards for our TSMC factory in the United States. I think we will form a good supplier relationship with America. In regards to human talent, we believe this is a normal talent exchange. (TSMC Chairman Mark Liu) has mentioned about 500 people will go to the U.S. But TSMC has 50,000 engineers. So there is no brain drain issue.”
Mark Liu, TSMC Chairman, made a rare appeal to the government to look into whether there will be enough electricity in five years. Wang Mei-hua said that the government has made preparations in advance. As for the stock market, U.S. Federal Reserve Chairman Jerome Powell suggested that it will slow down the pace of interest rate hikes, which propelled the four major U.S. stock indexes. The Dow Jones Industrial Index rose by more than 737 points. This caused the TAIEX to return to the 15,000 mark on the 1st. TSMC's stock also recovered to NT$500 at the opening, up NT$16.
Su Jain-rong, Minister of Finance: “If the pace of interest rate hikes can be slowed down, it will slow the movement of funds. Then the international stock market will relatively be more stable. So I guess this is good news.”
If the pace of U.S. interest rate hikes slows down, it will be great news for global stock markets.
6日台積電將在美國亞利桑那州舉行移機典禮,白宮證實美國總統拜登也會出席,激勵台積電ADR上漲4.6%,外界關注,台積電的人才和出口額是否有外流疑慮。
經濟部長王美花表示:「重視我們台積電在美國的這個設廠,我想我們跟美國會形成很好的供應關係,第2個關於人才的部分,這個都是很正常的一個人才的這樣的交流,他(劉德音)也提到大概去的是500人左右,但台積電的工程師5萬人,所以這個沒有人才外流的問題。」
不過台積電董事長劉德音罕見呼籲,政府應該關心5年後電夠不夠用?王美花表示,政府都有提早因應準備。至於股市方面,受到美國聯準會主席鮑爾透露,12月將放緩升息腳步,激勵美股四大指數收盤強彈,道瓊工業指數,大漲超過737點,帶動台股今日開盤,重返萬五大關,台積電開盤也收復500,漲16元。
財政部長蘇建榮表示:「如果能夠升息腳步放緩的話,基本上美國它造成的資金移動相對就減緩,那國際之間的股市相對也會比較穩定一點,所以我想這個是一個好消息。」
如果美國升息腳步放緩,對國際間股市來說會是一大好消息,只是台股這波漲勢能支撐多久,未來還得審慎觀察。