摩根士丹利：台积电-新税收抵免有助于美国晶圆厂长期盈利；增持

July 3, 2025 09:24 AM GMT TSMC | Asia Pacific New tax credits to help with US fab's long-term profitability; OW What's new? According to CNBC, under the latest "big beautiful bill" passed by the US Senate on July 1, tax credits for those semiconductor firms building capacity in the US could rise from 25% to 35%. Eligible companies include Intel, Micron, and TSMC. In our earlier note, we mentioned that TSMC opined on the semi tariffs and we maintained our view that TSMC's commitment to invest in its US fab s ...