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TSMC Plans to Invest $100B in US Chip Manufacturing, CEO C.C. Wei and Trump Announce

1. TSMC plans $100 billion investment in U.S. chip manufacturing facilities. 2. Three new fabrication plants and two packaging facilities will be built. 3. Investment grows TSMC's Arizona site investment to $165 billion. 4. Tariffs over 25% on semiconductors could impact TSMC's operations. 5. TSMC shares fell 4% amidst broader market concerns over AI stocks.

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FAQ

Why Bearish?

TSMC shares fell 4% due to market concerns over tariffs and broader industry declines.

How important is it?

The significant investment aligns TSMC with national interests but faces immediate tariff risks.

Why Short Term?

Immediate negative market reactions might persist until tariff policies stabilize.

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