"A Three Sided Win" - Trump’s Tariff FORCES Massive Chip Comeback To U.S
May 03, 2025•17 min
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Episode description
TSMC’s third Arizona fab marks a $165B US investment driven by Trump-era tariffs. Pat, Tom, and the crew break down the economic win, the geopolitical risks with China, and how this reshapes America’s chip dominance—while warning what China might do next.
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