SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Bill
To: Bonefish who wrote (1526820)3/5/2025 1:32:05 PM
From: Tenchusatsu1 Recommendation   of 1582514
 
Bonefish,
Seems tmsc is investing $100 billion in the USA. Another fab I suspect.
I have to correct myself. I originally said that the $100B TSMC announced included the $65B that was already invested in the past, but that was wrong.

Instead, it's in addition, which leads to a combined total of $165B in both money already invested and committed, and money that was recently announced.

Hence the reason why Trump feels free to kill the CHIPS act, because he thinks he already won back the semiconductor industry. He's counting his chickens before they hatched (which is ironic given our current chicken and egg shortage).

Anyway, we'll see if Trump reverses course on tariffs, because it will be the number one cause for all of this domestic investment to dry up. The market for semiconductors is huge, and U.S. demand can't consume everything that is planned to be made domestically.

Tenchusatsu
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News