Capital Ideas Podcast
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.
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Bipartisan Support Drives TSMC Expansion in the U.S.
"I think it started really in the first Trump administration, for example, when he and his administration, the Commerce Department, attracted TSMC from Taiwan to build a fab semiconductor facility in Arizona. Then the CHIPs Act under the Biden administration caused them to double down and they're building two fabs."
The discussion highlights TSMC's decision to expand its semiconductor production in Arizona as a signal of bipartisan support for U.S. re-industrialization. With the CHIPs Act accelerating investment, this development underscores potential long-term benefits for TSMC in the competitive global semiconductor market.