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Taiwan Vows to Invest More in U.S. After Trump’s Tariff Threats - Barron's

1. Taiwan is open to negotiations amidst U.S. tariff threats on chip imports. 2. 90% of advanced chips are produced in Taiwan, mainly by TSMC. 3. TSMC is building plants in Arizona but lacks significant U.S. capacity. 4. Analysts suggest U.S. should incentivize TSMC to build more factories domestically.

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FAQ

Why Bullish?

Increased U.S. manufacturing could benefit TSMC's long-term growth potential.

How important is it?

Negotiations could significantly influence TSMC's business strategy and costs.

Why Long Term?

TSMC’s expansion in the U.S. could take time to materialize.

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