Jan. 13 at 2:47 PM
A few relevancies here on the TSM expansion
$TTMI has an effectively monopoly on high density PCBs production here in the US. TSM will presumably buy locally
$AEHR produces WLBI test machines domestically. AEHR has alluded to TSM evaluating machines, and
$ASX is explicitly adopting the product and is co-located with TSM in Arizona
$ACMR - fears that TSM will be barred from using ACMR's Chinese tools
https://www.wsj.com/tech/trump-chip-maker-tsmc-expected-to-announce-100-billion-investment-in-u-s-02a44399?mod=djemMoneyBeat_us