TSMC's $100B U.S. Investment Leaves Intel On The Sidelines

Group 1 - TSMC announced an additional investment of $100 billion in advanced semiconductor manufacturing in the United States, building on its ongoing $65 billion investment [1] - The expansion reflects TSMC's commitment to enhancing its manufacturing capabilities and supporting the growth of the semiconductor industry in the U.S. [1] Group 2 - The investment analyst Oliver Rodzianko specializes in the technology sector, focusing on AI, semiconductors, software, and renewable energy [1] - Rodzianko employs advanced risk-mitigation strategies and aims for significant annual returns on investments, with expectations of 30% or above for value trading [1]