Linked trade ideas span 12 sources.
Bullish: TSMC massively expanding US operations from $60B to $165B+ investment, achieving equivalent yields to best China plant. Bearish: TSMC faces geopolitical risks due to potential Chinese aggression towards Taiwan, which could significantly impact its operations.
“So now I feel better. And then do you waive the DEI requirements? Of course. Yeah. Build another 100,000,000,000, we can rip that stuff up. No problem. So what happens is you now have a $165,000,000,000 plant going in”
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