Taiwan, semiconductor manufacturing

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Taiwan Semiconductor Manufacturing just delivered fantastic news for Nvidia and Broadcom stock investors
Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) were among the earliest companies to recognize the vast potential of AI and focused their resources to meet the growing demand. That decision was prescient, as their stocks have since gained 1,000% and 530%, respectively (as of this writing).

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Taiwan to invest $250B in US semiconductor manufacturing
Interesting Engineering on MSN · 13h
Taiwan commits $250B to US semiconductor chip plants in exchange for 5% tariff relief
Taiwan aims to be strategic AI partner with US under tariff deal
Taiwan aims to become a close strategic artificial intelligence partner with the United States thanks to a deal to reduce tariffs and boost Taiwanese investment in the country, Taiwan Vice Premier Che...

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Taiwan hails its ‘best’ trade deal with US, as China protests
US and Taiwan reach trade deal, with semiconductor chips and China in focus
US, Taiwan reach trade deal with lower tariffs
The agreement will "drive a massive reshoring of America's semiconductor sector," the US Commerce Department said.

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US, Taiwan reach trade deal focused on semiconductors, US Commerce Department says
A $250 billion trade deal will see Taiwan bring more semiconductor production to the US

Why Taiwan Semiconductor Stock Surged Today

In dollars and cents, TSMC guided investors to expect Q1 revenue of $34.6 billion to $35.8 billion, implying sequential growth of up to 9%. Management says profit margins should be in the 63% to 65% range (gross) and 54% to 56% (operating).
24/7 Wall St. on MSN

Taiwan Semiconductor Proves the “AI Megatrend” Is Alive and Well

Although doubts about the ongoing strength of artificial intelligence (AI) have been mounting among investors, Taiwan Semiconductor Manufacturing (NYSE:TSM) reported fourth-quarter 2025 results this morning that appear to dispel those concerns.

Abbott awards $15.2 million semiconductor grant to Tekscend Photomask for Round Rock expansion

The money will go toward expanding production capacity at Tekscend Photomask's Round Rock manufacturing facility.

'AI Is Real': Taiwan Semiconductor CEO Silences Skeptics As Profits Rocket 35%

Taiwan Semiconductor (NYSE: TSM) beats Q4 earnings expectations, driven by demand for advanced processor tech.

Taiwan Semiconductor rises after AI boom-led profit surge; plans more US factories

Shares of Taiwan Semiconductor Manufacturing (TSM) rose about 5% premarket on Thursday after the global foundry's fourth quarter net income jumped 35% year-over-year.

Gov. Abbott Awards $3.5M Grant To TSTC For Semiconductor Workforce Training

Texas Gov. Greg Abbott announces a $3.5M grant for TSTC's 10-week semiconductor training program, boosting workforce skills.
The White House

ADJUSTING IMPORTS OF SEMICONDUCTORS, SEMICONDUCTOR MANUFACTURING EQUIPMENT, AND THEIR DERIVATIVE PRODUCTS INTO THE UNITED STATES

BY THE PRESIDENT OF THE UNITED STATES OF AMERICA A PROCLAMATION 1. On December 22, 2025, the Secretary of Commerce (Secretary) transmitted to me a
Hoodline

Governor Abbott Announces $15.2 Million Boost to Semiconductor Industry in Round Rock, Texas

Texas Governor Abbott announces a $15.2 million grant to Tekscend Photomask to enhance semiconductor production.
VietNamNet

Vietnam launches first semiconductor chip manufacturing plant

Party General Secretary To Lam and Prime Minister Pham Minh Chinh on January 16 attended the ground-breaking ceremony of Vietnam’s first semiconductor chip manufacturing plant.

Taiwan Semiconductor Manufacturing Company Limited (TSM) surged following strong demand conditions

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy focuses on investing in high-quality companies with favorable cashflow-based valuations.
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