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Semiconductors

The full thread of our TSMC coverage — a running record of every development we've tracked, with the VC take on each.

2
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2
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Jul 16, 2026
Since

Coverage Timeline

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  1. AITrump's Push for American-Made AI Chips Is Squeezing TSMC's Margins→
  2. BIG TECHTSMC Adds $100B Arizona Bet After Profit Soars 77%→

All Coverage

AI3-4% margin dilution

Trump's Push for American-Made AI Chips Is Squeezing TSMC's Margins

TSMC says its US fab buildout under political pressure to onshore chipmaking will dilute gross margins by 3-4% in later stages, with American-made chips costing up to 50% more than the same chips built in Taiwan.

Jul 22, 2026
BIG TECH$100B new investment

TSMC Adds $100B Arizona Bet After Profit Soars 77%

TSMC will invest an additional $100 billion in its Arizona chip fabs after quarterly profit jumped 77%, deepening the US buildout underpinning Nvidia, Apple and AMD's leading-edge chip supply.

Jul 16, 2026