¿La salida del fondo de seguridad nacional se debe a esto? NYT: Los aranceles entre Taiwán y EE. UU. se anunciarán este mes, bajando al 15% y permitiendo a TSMC aumentar su inversión
The New York Times reports that the U.S. government is close to completing tariff negotiations with Taiwan, which will not only lower tariffs on Taiwanese goods but also require TSMC (Taiwan Semiconductor Manufacturing Company) to significantly expand its semiconductor manufacturing investments in the U.S., further integrating Taiwan's advanced chip production capacity into the American supply chain. The report indicates that the process is now in the final stages of legal review and could be announced publicly within this month.
Once the agreement is finalized, the overall tariffs on Taiwanese exports to the U.S. will be reduced from the current levels to 15%, aligning with the treatment of Japan, South Korea, and other Asian allies. The National Security Fund entered the market last April in response to the tariff war and just concluded yesterday after 279 days, the longest market support period in history. The timing suggests that they may have already had inside information.
(¿Saldrá el fondo de seguridad nacional tras 279 días de protección? Tiempo récord de protección, con un rendimiento del 50% y beneficios de 6.5 mil millones)
De tarifas a inversiones, TSMC duplicará su capacidad en Arizona
