Post by
MacBook on Apr 09, 2024 12:27pm
chips act $9B TMC
Onshoring continues.
North American VNP semi material supply will increase in value in an unstable asia supply chain world.
Fundamentals strong. very bullish
https://www.forbes.com/sites/willyshih/2024/04/08/tsmcs-chips-act-grant-has-arizona-reached-a-tipping-point/?sh=7cdb6ed97c68