Trump launches new phone, says it will be made in America, expect semiconductor tariff soon on Apple.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Weekly Discussion Thread
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Nippon-US Steel merger sets a dangerous precedent: TSMC may be able to acquire part or whole of Intel.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
President Trump Secures $200B Investment from Micron Technology for Memory Chip Manufacturing in the United States
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Treasury Secretary Bessent: "Too many Woke Bells and Whistles in the CHIPS act" (His words).
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Scott Bessent during the recent hearing: "We need to have both R&D and Manufacturing in the US together"
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Unless Intel says anything the event is fake.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Weekly Discussion Thread
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Alex (@Alex_Intel_) on X: I wondered where the '10 million wafers' came from... The Intel 232 comment. LOL. Lutnick is following Intel's figures. So bullish.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Howard Lutnick talking more about 232 tariffs. Taiwan makes 90% of advanced chips, is a problem. TSMC $100b will get us to 12% production, which is "woefully inefficient". Trump will be very focused on bringing chip production to America and the full supply chain. Target is 5 million wafers.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Intel draws a line in the sand to boost gross margins — new products must deliver 50% gross profit to get the green light
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
43:00, Lutnick says a trade deficit is ok if they are the only one that produces and we can't do it. (Possible ASML exemption for EUV machines)
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Intel is "looking for that whale" for foundry -MJ Holthaus today during the BofA Securities 2025 Global Tech Conference
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
TSMC says US tariffs have some impact but AI demand robust
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Weekly Discussion Thread 6/2/2025
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
"Semicondcutors and Pharmaceuticals are made outside the United States, this is an emergency" -Sen. McCormick, commenting on the US Steel deal
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Seems CHIPS 2 is in the works...
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
U.S. Reportedly Risks $1.4T GDP Loss in 10 Years from 25% Chip Tariffs, with AI and Auto Hit Hard
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
The recent court ruling only blocks IEEPA authority not 1962 TEA authority. Sectoral tariffs are still allowed.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Weekly Discussion Thread 5/27/2025
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
How much do you think the market has priced in the semiconductor tariff in late June that was recently teased by Trump? The 25% one on smartphones is the chip+electronics tariff that is currently underway.
Nvidia Corporation (Stock Ticker NVDA) is an American technology company based in Santa Clara, California. Nvidia designs graphics processing units (GPUs) for the gaming market, as well as system on a chip units (SOCs) for the mobile computing and automotive market and is the largest manufacturer of chips used for AI (Artificial Intelligence). Come join us for discussion of the stock and the latest news! This is not a casino. Not investment advice.
In Public Comment # 140. Korea International Trade Association. Ariel Han. 05/07/25, they make note that smartphones are covered under this Section 232 investigation as well as a separate investigation into Critical Minerals. Conclusive that the tariff announced today is the Chip Tariff.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.
Trump: "It would be more, it would be Samsung, it would be anybody that makes that product [Smartphones]... We'll have that done appropriately by the end of June" End of June is Semiconductor tariff? Smartphones are considered semiconductors.
Building the moat one Fab at a time. 100% Real American Silicon. Manufacturing powerhouse of the AI revolution.