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总结
多家外媒称，台湾近期与特朗普政府就关税与贸易安排达成协议，台湾承诺扩大对美投资，推动台积电在美国新建或扩建芯片工厂，相关投资规模被报道为约1650亿美元，并提出在人工智能与先进制造供应链中成为美国“战略伙伴”。作为交换，美方预计将下调部分台湾商品关税。该协议被视为在贸易摩擦与地缘风险背景下，强化美国本土半导体产能与供应安全的举措，但具体条款与落地节奏仍有待进一步披露与验证。
正文
Taiwan Reaches Trade Deal with Trump, Pledges More U.S. Chip Factories The New York Times TSMC is set to expand its $165 billion U.S. investment - here's what we know CNBC Taiwan aims to be strategic AI partner in US tariff deal Reuters US to cut tariffs on Taiwanese goods after investment pledge BBC TSMC Eyes Smaller Tech Gap Between US and Taiwan Chipmaking Fabs Bloomberg.com
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