X @郭明錤 (Ming-Chi Kuo)

If the goal is to boost U.S. semiconductor output, TSMC taking equity stakes or forming joint ventures is far less efficient than directly expanding its U.S. capacity. That should be obvious—and it’s why TSMC has had no equity- or JV-related discussions with any company to date and has repeatedly denied related market rumors.https://t.co/jVetrcuKbR ...