@amittrades
$TSM $AMKR $INTC
- The U.S. is nearing a trade deal with Taiwan to cut tariffs and secure more TSMC investment.
- TSMC would build at least five additional semiconductor fabs in Arizona.
- The deal would lower tariffs on Taiwan’s exports to about 15%, per NYT.
Trump is serious about bringing back more chip manufacturing to the US…hard to fade the on-shoring trade if we think overall chip demand goes higher. A portion of that demand will be met in the US.
$TSM now $1.7T market cap, +1.5%
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