Monday, April 21, 2025

Another TSMC Update -- April 21, 2025

Locator: 44841TSMC. 

This is where we track TSM: link here.

Think about this: one company; one investment; largest foreign direct investment in one average size US metropolis. And a metropolis known for its retirees, not for its entrepreneurship. I don't recall ever having flown through the Phoenix airport, much less visiting. 

$165 billion: largest in the state's history and the largest foreign direct investment in the US

Biden-Trump, the one-two punch:

  • Biden's IRA and CHIPS acts
  • Trump's tariffs -- MAGA initiative

Amazing how things work out.

Thank you to a reader for alerting me to this story. I find this story simply incredible.


 

Link here.

Phoenix Economic Development Director Christine Mackay opens up on how the city worked for a decade to lure semiconductor giant TSMC to the Valley.

 

More, link here:


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Microsoft At 50

I didn't like the format or the clickbait or the superficial analysis, but it's worth reading and will take less than 120 seconds. Link here. The author says "seven" game-changes; I vaguely recall three.

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