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TSM - Wall Street Breakfast: Supply Chain Security
Taiwan Semiconductor Manufacturing Company Ltd.
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As the U.S. tries to wrestle global supply chains back from China, Taiwan Semiconductor (TSM), a major supplier to Apple (AAPL) and Qualcomm (QCOM), has confirmed plans to build a $12B chip factory in Arizona. The plant, which would create over 1,600 jobs, will produce the most sophisticated 5-nanometer chips that can be used in high-end defense and communications devices. The Trump administration is also in talks with