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.