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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bonefish who wrote (1526820)	3/3/2025 3:18:54 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 1582285

Bonefish, That's a reach tenQ. You're projecting again. Both you and FJB thought it was relevant right now to remind the world just who warned NATO about buying RuZZian oil. Seems tmsc is investing $100 billion in the USA. TSMC already invested $65B under Brandon. There are already three fabs in Arizona, but only one of them is producing chips right now. The second is not slated to enter production until 2028, though Trump might try and find "new ways to motivate" TSMC's workers to pull in the timeline. Seems like TSMC is planning on two more fabs, which will increase the total amount of investment to $100B. It's likely that those additional fabs were already being planned before Trump took office, but in the usual Trump fashion, he'll take credit for it all. Just like Trump is taking credit for the following: Apple will spend more than $500 billion in the U.S. over the next four years (Apple Press Release) Personally I wonder what's going to happen to Intel, and whether TSMC will end up with a monopoly on semiconductor manufacturing. If that happens, what will Trump do? Nationalize TSMC? Tenchusatsu

To: Bonefish who wrote (1526820)	3/3/2025 3:49:43 PM
From: Mongo2116	2 Recommendations Recommended By Brumar89 rdkflorida2 Respond to of 1582285

Kiss the MARKET good bye bitches!!!!!!!!!!!!!!!!!!

To: Bonefish who wrote (1526820)	3/5/2025 1:32:05 PM
From: Tenchusatsu	1 Recommendation Recommended By Bill Respond to of 1582285

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