TSMC’s Deal Is Great News for Tech. Tariffs Could Still Mess It Up. - Barron's
1. TSMC plans $100 billion U.S. investment in chip manufacturing and R&D. 2. Total investment reaches $165 billion, largest foreign direct investment in U.S. 3. Nvidia and AMD support TSMC's expansion, enhancing supply resilience. 4. TSMC's investment could provide 20% of U.S. advanced chip capacity by 2030. 5. Potential chip tariffs may undermine TSMC's investment and financial health.