The Analysts

Call · @alex_intel_ · unranked

@alex_intel_

@alex_intel_ · Wed, Sep 2

Alex@Alex_Intel_
Couple bits from watching the segment on CNBC 1) Lutnick believes US is currently heading to 40% share (I disagree cuz look at TSMC's construction schedule. All the extra fabs from TSMC's recent CAPEX hike are in Taiwan) But even if USG isn't happy w/ TSMC. Just push harder on
2d agoview on X ↗

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

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Thu, Sep 3 · market close

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