BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return, Taiwan is pledging $250B in chip related investments.
TSMC had one of their best earnings in history today, increasing revenue guidance by $2B and gross margins by 5%. The onshoring trade to bring more chip manufacturing to the United States continues to be on and with the increased demand from TSM (stretching to 2029) it seems like the broader AI theme continues to be intact. $TSMC $Amkor Tech(AMKR.US) $Intel(INTC.US) $NVIDIA(NVDA.US) $AMD(AMD.US)Source: amit
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