Rate Of ReturnLooking at it now, TSMC is still the most stable, the direct beneficiary of aggressive capital expenditure by major manufacturers. The exaggerated capital expenditure by major manufacturers may indicate that TSMC's production capacity is further increasing.
$Taiwan Semiconductor(TSM.US)No matter what Trump said on Joe Rogan's podcast before the election, he cannot overturn the CHIPS Act. His goal is to negate the achievements of the Biden administration, make slight modifications, and use them for his own purposes. The general direction of attracting high-end chip production to the U.S. will not waver.
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