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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Art Bechhoefer who wrote (195319)8/22/2025 8:38:01 AM
From: sbfm  Read Replies (2) | Respond to of 197013
 
TSMC Considers Returning U.S. Government Subsidies share.google

TSMC apparently doesn't want the US government as a stakeholder. High stakes game here and QCOM could be the ping-pong ball, unable to control anything.

(Imagine a situation where INTC chips (wherever manufactured) aren't tariffed, and TSMC and Samsung chips manufactured off-shore (i.e., QCOM's Snapdragon) are subject to a 300% tariff (as has been suggested by the President). NBD to TSMC because it has abundant world-wide demand, and supplies some US manufactured chips to customers e.g., Apple, but not QCOM; but a big deal to QCOM which would be shutout from the US market.)

So many moving parts here; many results not good for the market or Q.