X @郭明錤 (Ming-Chi Kuo)

Trump says TSMC will invest $300 billion in the US1. TSMC's officially announced investment is $165 billion, while Trump previously stated $200 billion. His further escalation to $300 billion seems to be laying the groundwork for upcoming semiconductor tariffs, consistent with his stated approach of "starting with an extremely high number, then negotiating down."2. Recent market rumors suggest that during US-Taiwan tariff negotiations, Trump/the US demanded TSMC take a 49% stake in Intel or invest an additi ...