I have covered this topics with brief anlaysis on topics few weeks ago but thought will be great to share with people here in case you missed it
Section 232 is the one to watch for. Ir could require US content which TSMC Arizona fab has limited capacity
Really hard to say how details will play out tho.
I agree. I wrote another note here: https://semidata.substack.com/p/short-note-on-section-232-investigation?r=3ehe7t
Section 232 is the one to watch for. Ir could require US content which TSMC Arizona fab has limited capacity
Really hard to say how details will play out tho.
I agree. I wrote another note here: https://semidata.substack.com/p/short-note-on-section-232-investigation?r=3ehe7t