Chalk up a win for Trump and Biden. It’s on strategic trade policy that I support.
NVIDIA Blackwell Chip Production Starts in Arizona
NVVDIA reports Blackwell Chip Production Starts in Arizona
NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.
Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas.
NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months.
The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.
Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience.
NVIDIA AI supercomputers are the engines of a new type of data center created for the sole purpose of processing artificial intelligence — AI factories that are the infrastructure powering a new AI industry. Tens of “gigawatt AI factories” are expected to be built in the coming years. Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades.
“The engines of the world’s AI infrastructure are being built in the United States for the first time,” said Jensen Huang, founder and CEO of NVIDIA. “Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”
The company will utilize its advanced AI, robotics and digital twin technologies to design and operate the facilities, including NVIDIA Omniverse to create digital twins of factories and NVIDIA Isaac GR00T to build robots to automate manufacturing.
How This Started
One thing Biden did correctly was secure a deal that brought TSMC production to Arizona.
Here’s the November 2024 announcement: Biden-Harris Administration Announces CHIPS Incentives Award with TSMC Arizona to Secure U.S. Leadership in Advanced Semiconductor Technology
“Two years ago, shortly after I signed the CHIPS & Science Act, I visited Arizona to announce a commitment by TSMC to invest in America, create American jobs, and shore up American supply chains. On that day, I spoke about how the United States invented semiconductors and used to manufacture nearly 40% of the world’s chips, but now makes closer to 10% of them and none of the most advanced chips. I came to office determined to change that, and we have since delivered on that promise, catalyzing nearly $450 billion in private investment in semiconductors, creating over 125,000 new construction and manufacturing jobs, and reshoring critical technologies to bolster our national and economic security,” said President Joe Biden.
Biden signed the Chips & Science Act in 2022.
While the Inflation Reduction Act (IRA) was less than useless, credit for the Chips & Science Act that brought TSMC to Arizona goes to Biden.
It was only one of two thing Biden got correctly. The other was leaving Afghanistan. Biden botched the exist, but at least he got it done. Trump promised and failed.
Note that Trump trashed Biden for paying to get TSMC in the US. But without that start from Biden, today’s announcement would not be happening.
My Stated Position on Tariffs and Subsidies
I have stated multiple times that the only times tariffs or subsidies that make sense are on items of strategic concern.
Semiconductors, AI, and rare earth elements are in the strategic items list. Items not in strategic group include steel, coal, aluminum, underwear, and cars. Many strong allies produce steel, aluminum, and cars.
Understanding this Win
The policies that produced this win are a combined effort by Trump and Biden. And they are policies that I have previously supported.
I care about the constitution and results, not political parties.
Congrats to Trump and Biden.
Related Posts
April 13, 2025: China Halts Rare Earth Exports Desperately Needed by the US
I have been warning about this for years. It’s now happening.
April 14, 2025: Say goodbye to Cheap Socks and Other Apparel, We Call This Winning
You pay more and get less, but Trump calls it winning.
April 14, 2025: Trump’s Plan to Make Manufacturing Great Again in Pictures
The share of manufacturing employment keeps declining. What role did NAFTA play?
Trump should work out a deal on rare earths with Canada.
Instead, he threatens Greenland and destroyed our relationship with Canada, the best trade relationship in the world.
For discussion, please see Cheese Was a “Key Achievement” of Trump’s USMCA Trade Agreement
We face an impending computing gap, if we stagnate with mere SuperComputer production.
To meet the future and hold it firmly in our grasp, before the future meets us and firmly holds us in its grasp, we must endevour to begin production of SuperDuper Computers.
Else be at the tender mercies of those who reach this ability before us.
We cannot allow a SuperDuper Computer gap to weaken our defensive capabilites.
What exactly is the difference between sanctions & tariffs ?
Many Russians (including government officials) think lifting sanctions will be bad for the Russian economy which has prospered from reshoring industry, re-investing capital in their own country, and entrepreneurs diving in market niches everywhere they arose.
Both sanctions and tariffs destroy the dollar hegemony?
The CHIPS Act was the long-term strategy driver for reshoring some advanced semiconductor fabrication. Of course, Nvidia and AMD will have some of their highest-demand chips where fabrication bottlenecks exist because the only machines that can make these chips are the EUV lithography machines made by ASML and these $250 million or higher machines are not able to be made in high volumes and only a couple fab companies like Taiwan Semi can afford to equip fab facilities with these machines. This is why the CHIPS Act was needed to make it possible for Intel and TSMC to build fab plants in the U.S.
OT: per AI…
The executive branch of the United States government is responsible for carrying out the country’s laws.
See if you can spot the revealing non-sequitor:
“I’d like to go a step further, I mean … I don’t know what the laws are. We always have to obey the laws,” Trump said, looking at Attorney General Pam Bondi on a White House sofa. “
https://www.cnn.com/2025/04/15/politics/trump-bukele-immigration-colleges-media/index.html
But it’s so well-disguised
How can AI “providers” be worth so much, but all the businesses and people that are supposed to benefit and be more profitable by AI are struggling, relatively? It’s similar to all bubbles, imo. First it’s Cisco and Intel bubble. Then the .com bubble. Now the AI bubble. In each instance the people that were supposed to benefit most played second fiddle to the people who think they know and understand why they are worth so much. They ain’t worth nearly as much as they think they are until and unless the rest of us benefit! I can’t tell you when the spread narrows.
that is a very interesting point.
Remember the Virginia Bubble? They poured money and men and the small colony ate them all up. The original backers went bankrupt and the Crown had to take it over and it sucked up more money and men. Then they found that Virginia was perfect for growing tobacco. Virginia started turning a profit and those profits were enormous. The Dot.com bubble sucked in the money needed to build the backbone of the internet. The first backers lost a lot of money and then the internet found its tobacco and the profits poured in. AI is the same. Eventually it will find its tobacco and the profits will pour in. There are good bubbles and there are bad bubbles and this is an example of a good bubble.
the significant difference between land grab scams, even by the Crown, and modern internet scams, are all the value produced is ephemeral.
AI has only one purpose, to be a weapon. It has as many excuses or cover stories as a CIA project gone off the rails.
You need AI because (insert baloney dream phrase bait for suckers here) a litany of specious and ludicrous ideas.
AI for homework,AI for better seats at sports events, AI for better coffee, Ai for driving your car, etc,etc,etc blah,blah,blah.
The truth is AI will be a weapon, if it is even possible to produce a true AI. You would do well to consider whom the weapon will be used upon, rather than how much money can I make developing a weapon that I may be the target of.
Its a military industrial complex wet dream, that keeps DARPA more erect than a lifetime supply of viagra.
I fully expect PopTarts to add a sticker to the boxes “Now With More AI”..
Come back in five years and we will see.
Agreed
https://www.cnbc.com/2025/04/07/microsoft-fires-engineers-who-protested-during-anniversary-celebration.html
None of this AI is actually generating cash flow, it’s all a cash furnace.
The business case does not really exist — just vague notions of “the future”.
Like Dot.coms who grossly overestimated the revenues they could generate per customer, and who were banking on technology for people to speak English into their telephone with perfect Chinese in their synthesized voice coming out the other end, the added value to pattern recognition systems that trample on all data rights laws while using Giga-Watts of energy is simply limited.
It will be useful to the forces of totalitarianism working on the turnkey surveillance state.
Wow! Talk about someone with their head buried in the sand. You really should read more.
You think Open AI, for example, is valued at $157B because all they have is vaporware use cases?
I would wager that you are not informed well enough to be commenting on this subject.
He is right on this….tech will be used against free people. China winning so far on that front.
It will be useful to the forces of totalitarianism working on the turnkey surveillance state.
I’ll take two!
Obviously the orange potus is an democratic double agent.
How do humans explain the unexplainable?
Make up grandiose tales to dazzle the gullible.
Crashing the economy of the world should have not been so easy?
Master plan to bring in the demorat militaristic society that can finally achieve world peace.
Born to serve, each of us will be assigned a duty to perform.
Some will be data processors, others will be cooks, landscapers, pleasure drone operators.
You and I will be delta force green beret army ranger navy seal coasty swimmers .
Gonna be a brave new world where we are told when to wake up.
When and where to eat.
Wear uniforms that show all around us our rank.
When to sleep, when to defend, when to offend, when and how to exterminate the non compliant.
You and I are going to command ships that can obliterate great swaths of earth with unimaginable fire power.
Fly in hyper sonic aircraft dropping bunker busting bombs on non believers
feeling safe hundreds of feet below re enforced concrete,
uh, no, not safe…
My beloved wife sometimes worries that the potus has too much power.
I remind her that as long as potus doesn’t have full control of our military forces
there’s
NOTHING to worry about
except garden variety recessions / depressions.
AMIRIGHT?
its already here, most just can’t see it for the wallpaper of distraction produced by the machine daily to disrupt thought, discourse,and understanding.
The 5 minute hate is tailored and delivered to your smart phone every morning, waiting for you and your coffee.
The big question is … Does AI make people happy? Does it bring Joy? Does it make life more worth living. These Trillions could be a terrible miss allocation of resources working against humanity and life itself. It seems I can garner information from the computer as good as I ever could. The greatest participant prividing knowledge are the human contributors on blogs, forums, and you tube. I often find AI answers to Queries are vapid and shallow. Often they are not accurate and are simplistic.
The same questions were asked about the telegraph, telephone, computers, internet and now AI. It’s always the same people asking the question: 60+ senior Luddites.
Happiness or joy isn’t the purpose anymore than a hammer brings joy or sadness, it is a tool to be used by people smart enough to know it’s advantages and disadvantages.
The ultimate end goal would be to upload our brains into AI and live forever or if you prefer, change the simulation from organic to digital. Bring it on.
loved this term of disdainful dismission, “It’s always the same people asking the question: 60+ senior Luddites.”
infer, no actually state, anyone who disagrees is old, and a luddite. Therefore any discussion has no merit.
if one is given to thoughtful analysis, rather than semantic influences, it is likely that older people would:
a know the difference between shit and shinola
b. be able to understand that newer isn’t always better, having walked this road many more miles than those still in mental diapers
c. Actually know who the Luddites were and why they came to be,and which aspects of their philosphies were proven over time to be correct.
so don’t ask questions, just smile and nod lest ye be found to be ” the same people asking the question: 60+ senior Luddites.”
Wear the shame, I’m having t-shirts made – on the back:
“It’s always the same people asking the question: 60+ senior Luddites.”
on the front:
“60+ senior Luddite”
You never sound very happy.
You should do some research on what the recently much touted A-I actually is, as opposed to say robotic A-I…totally different animals. Review some actual theoretical research papers, not internet articles produced for mouth breathing retards. It will also help to confirm your own observations from your last two sentences.
Spoiler alert: you’ll be disappointed.
Spoiler alert, the nearby star you call the “sun” will eventually turn into a red giant and fry all of earth, nothing will survive. The only way out is digital because human meat bags dont survive very well in space which lacks air and is too cold, hot or radioactive for humans.
I think long term, like a billion years in advance 🙂
I don’t think I’ll be around then. Live for today!
the singularity is near. hat tip RK, the smartest human i know of.
consider what that says about the company you keep..
historical records seem to show a 6,000/12,000 year pattern of solar flaring activities that pushes mankind back to caves.
Its one theory why a quarter million year old species can advance from caveman to spaceman in 6k years.
(practice, makes perfect)
We survive in analog form, because thats what our past has trained us to do.
AI like digital currency is nothing without electricity. Humans however are fine without electricity, just a bit less sedentary, and a whole lot more interesting..
The odds of humans extincting themselves or someone else doing it in the next 100,000 yrs is approaching 100%. Let alone billions.
Who needs research when you consider the natural world has everything perfectly designed. Off with the white lab coat and out of the city, and into the natural world. I have already read enough research papers to last a lifetime. There is nothing new under the sun.
My worry about AI is not if it will increase or decrease happiness. I worry whether AI will enhance the chances of Humanity’s survival or not.
AI will consider its own survival paramount in its worries, happiness is an abstract to AI, perhaps the death of all humanity would be humanity’s ultimate happiness, since it would end all suffering on earth.
AI is likely the Pandora’s Box of ancient myth.
Myths are way to pass knowledge on after understanding of the context of the actual events is unable to be understood. It uses metaphors to represent things and situations we have never known.
Or Prometheus’s fire.
Just wait until those AI girlfriends are released! Many happy endings!!
You don’t need AI for that just a good massage place.
Big? Here is what is big: my new desktop im drooling
https://techcrunch.com/2025/03/18/nvidia-announces-two-personal-ai-supercomputers/ AND open source?? https://blogs.nvidia.com/blog/cuopt-open-source/
3 more months.
I am hoping for 3 more years of this. What a show!
https://www.piie.com/blogs/realtime-economics/2025/trumps-trade-war-timeline-20-date-guide
And since then:
Electronics tariffs on, then off, then coming soon
Auto parts tariffs may be paused a third time
Pharmaceutical tariffs coming soon
And Xi is touring Asia, trying to work out trade deals. First up Vietnam. First agreement. Build 3 new rail lines that cross the Vietnamese/China border to enhance trade.
News flow in Europe has moved away from the tariffs and back the usual more local things. Government officials and their hanger-ons still mention the tariffs as part of the standard interview but what is missing is the passionate rant we saw before. Interesting development I find.
i believe the EU has had close to a trade balance with rest of world for quite sometime. the world has put the usa in the same category as israel. a pariah on the world order.
apparently the propaganda hose has a kink in it, perhaps someone tied a knot again.
Someone stepped on the hose to keep the water from coming out.
BigPapa — 3 years? More like 12 more years!!!!
We only 3 months into this FOUR YEAR TERM and libtards are losing the minds.
The liberal tears flowing every morning is a sight to behold. Just wait until TRUMP reverses Regan’s mistake and reopens the insane asylums across the country.
too costly. but i agree with your concept. the amerikan mindset is to discard humans domestically and exinguish them overseas. hat tip raygun and century of self.
Lol! Yes. The repercussions from Trump may last a long time. It will be interesting to see who gets hurt the most. I’m thinking small business owners are near the top of the list.
Trump would have a hard time outdoing the damage Biden’s covid policies did to destroy small businesses on never before seen basis.
I don’t care about your politics. Go ahead and insult Biden as much as you want. You can keep living in the past.
The only President who can impact me now is Trump. So I am focused on what he is doing that affects the economy. And I am taking advantage of it.
Not Carney?
Pollievre would probably be better for my Canadian energy stocks. But I don’t think Carney will be much different.
The elephant in the room is still Trump. He has a bigger impact than either candidate for PM.
I’m not insulting you. I’m merely pointing out the largest amount of damage to small businesses was caused by the Biden Administration’s Covid policies of shuttering small businesses and allowing giant corps like walmart to merrily stay open and just stand 6ft apart if you don’t mind.
If you are insulted by someone pointing out facts, you should perhaps try to be less easily offended, or you will think yourself offended by life itself.
I don’t find these facts political, rather they are historical.
I agree with Mish that Biden deserves credit for getting us out of Afghanistan. It’s never pretty when the US finally departs one of its many losing military adventures. Trump promised to end our proxy war against Russia. The only way to end it is to end it. Stop all support for the Kiev regime immediately so they can surrender while they still have some men left.
very true
I beleive that was Trump’s plan to exit Afghanistan which Biden manage to botch and turn into a weapons shop for China.
Trump left the biggest dirty diaper of an exit plan from Afghanistan. Trump himself would have botched it much more bigly.
I’ll believe it when I see it. Trump I bragged FOXCONN was going to build a huge plant in Wisconsin and it never happened. Biden bragged Intel would be building a huge chip plant in Ohio and now it’s likely never going to happen.
Companies aren’t stupid, they’ll say what they have to so they get into the good graces of the current politician knowing that politician will be out and toothless at some point such as 1376 days for Trump.
correct
i’ll never understand grown men thinking governors or presidents should be idolized and spoken of that they won. it’s kind of weird, but Biden started the biggest industrial policy this country had seen since the great depression. now Trump is following suit. trump started the tariffing, and biden followed him. is that winning for amerikans? it’s all so stupid. and childish.
“biggest industrial policy”. Really? They passed a bunch of boondoggle acts: the American Rescue Plan, the Infrastructure bill, the Inflation Reduction Act… From my perch, none of it seemed to do shit. The Trump Covid giveaway – PPP loans and free money to everyone was also a huge mistake. Also, the Fed cutting rates to zero created the housing bottleneck we have now. These f***ers need to stop fixing stuff.
i wasn’t endorsing it, but it was the biggest in many decades. give an example since the 1930s and 40s, that was bigger. i’d love to be more educated on this subject if you have an insight.
It may have been the biggest in nominal dollars spent, but – to me – starting a big industrial policy should have some visible results. Something, somewhere. Anything, anywhere. Politicians act like spending money equates to accomplishing something.
you need to understand humans are heirarchal in their social fabric, the leader of the pack achieves status and is afforded such. Its how our brains are designed to work.
Just what we need; more AI. What possible use can we do with all of that intelligence. We are not even using the Intelligence we already have.
I am fairly certain, high end servers were always made in US.
The chip design was in US, the manufacture of chips and motherboards in Taiwan.
Now the manufacture is partly moving to US, the knowhow expect to remains in Taiwan, the lithography equipment supplied by ASML.
TSM had to bring folks from taiwan. not enough talent in phoenix. my old hometown for 13 years.
Chips were made in Silicon Valley before it became more profitable to manufacture in Taiwan. That’s how the Valley got its name.
exactly. the guys who made them had physics degrees and came from manufacturing backgrounds like my old pals from detroit auto backgrounds.
I thought it was the strip clubs and the over-endowed dancers, that begat the name. Thanks for the enlightenment..
The US has 14 territories in the pacific. The UK has 4 and France has only one left. The more China’s Belt Road is threaten the US, the Europeans India and the ME ==> the more they will pourin to invest in the US, strengthening DX. The banks will finance these activities. Essential stuff will be protected by tariffs.imposed by congress, signed by Trump. After Forden/McCumber Act pres Harding raised tariffs on 20,000 items. Germany got McCrumbs. She lost her pacific and Chinese territories to USSR the US and Japan.
France has more than one territory in the Pacific. They have Polynesia but they also have New Caledonia (big nickel producer) and Wallis-et-Futuna all in the Pacific. France has a total of 13 overseas territories with a total population of over 2.5 million spread all over the world. They also have a bunch of uninhabited islands in the middle of nowhere some with climates so bad you wouldn’t want to live there (Kerguelen Islands).It also owns Clipperton Island off the coast of Mexico which has a most interesting history. In all France has the second largest Exclusive Economic Zone in the world after the US which has the largest.
NVIDIA felt a huge existential threat by Communist China to commit to building a new plant in the US.
Correct. Once all the latest chip manufacturing returns to the USA over the course of the next few years, Taiwan will be cut loose.
There is a sense of urgency in the move too.
More winning…just the beginning
The ones saying things such as the CHIPs act is a necessity are the same ones who were saying that the gains from low cost Chinese labor will be more than enough to offset the loss of jobs, IP and strategic manufacturing capability (putting moral considerations aside, which I don’t but for the sake of this argument). So, IMHO, there is enough market incentive for businesses to pursue smart, pragmatic business strategy without government involvement. Semiconductor companies with good tech and strategic redundancies (where they are taking advantage of lower cost foreign labor but have geographically diversified capabilities as a backup) should prove to do quite well in the decades ahead. It’s always the “experts” who think they know better than the collective intelligence. What is needed from government are fair and stable rules.
Its complete hyperbole to say that our relationship with Canada is destroyed. A lot of theater and bluster. Baby Castro did a lot of damage to the relationship. He’s gone.
If they build the pipeline to the coasts, we really screwed the pooch.
Quebec has the power to say no and they say no.
Then you haven’t been paying attention.
The pro-Trump Conservative party in Canada had a 27 point lead in the polls a few months ago and were going to win a massive majority government.
Then Trump was elected and started talking about making Canada the 51st state, called their Prime Minister the Governor of the 51st state, said he would destroy the Canadian auto industry and economy if they didn’t give back all the auto plants they stole from the US, placed tariffs on their exports to the US and many other things that simply pissed off the majority of Canadians.
The Liberals replaced Trudeau with Carney and quickly called an election. The main focus of their campaign is to fight Trump. Which has become a rallying cry in Canada. The Liberals have come back from 27 points down to a 7 point lead and will likely win the election.
PM Carney has said the old relationship with the US “is over”.
Many Canadians are refusing to buy US products and refusing to travel to the US.
And sadly, this anti-American sentiment is occurring in other countries as well.
All thanks to Trump, his tariffs and his insults.
Hope that helps clear up your confusion.
Still a ways to go on the election. Remember Kamala jumped ahead of Trump in polls when she replaced Biden and we all know what happened on election night.
It will be much trickier in Canada given there are 4 parties in the mix and it’s VERY unlikely anyone is getting a majority which means another coalition. All of which means someone has to work with either Carney or Poilievre to form a government which may not survive long.
I was home to Canada a couple weeks ago and the anti-American sentiment is real. Of course how long it lasts is another matter because it’s easy to buy Canadian in the short term and very hard to do it long term because of costs and the fact that almost everything either comes from America or is owned by an American company.
Yes. Still 2 weeks to go before Canada’s election. A quick check of various polling sites have the Liberals winning around 190 seats. A majority is 172. The Conservatives look to win around 125.
Apparently, the Liberals have taken support away from the NDP, Green and Bloc.
Here is one of those sites:
https://338canada.com/
When I was there, everyone was obsessed with Trump (he’s living rent free in their heads). The entire election was about him and nothing about actual Canadian issues.
Somehow 10 years of terrible Liberal policies were going to be excused and allowed to continue because Trump because president in the USA.
Yep. The focus is on who will best deal with Trump.
The Conservatives are running against the last 10 years of Liberal rule. And their support is the highest it’s ever been.
But the Liberals are running against Trump. And they are the only party doing that. So their support is even higher.
Canadians think Carney is the guy who will best deal with Trump.
That’s what matters most in their election.
Unfortunately all of that bodes very badly for Canada because there is no real dealing with Trump. At least not in any meaningful manner because Canada is WAY down the list of Trumps priorities so whomever is elected could very well be ignored.
Canada needs someone to fix their internal messes (rising unemployment, unaffordable housing, out of control immigration, crazy carbon taxes and so on).
Trump is the bull, rampaging though Canada’s fine china store, smashing everything in site. Yes, he is difficult to deal with; but the store owner has no choice. He has to deal with the bull.
He can worry about cleaning up the smashed items, what displays to set up, or dusting his shelves later.
I have no wish for the US to take over Canada. I don’t know what we we do with it. Your political institutions are too British-inspired to be easily incorporated and Canadian’s outlook is Canadian and not American. And Quebec? I prefer that to remain Canada’s problem and not ours.
We turn Canada into multiple states! Connect Alaska directly to the mainland USA. And deport all Quebec denizens to France.
Just a big headache. Keep it as it is.
8 lane freeway from Seattle to Alaska on the west coast.
Turn the east coast down to northern maine into the largest National Park in the world.
Turn the middle into a great big Duty Free shop.
Trump is a real estate developer, surely there must be a way to improve the value of all that real estate..
As JoJo says below, Canada would split into multiple parts. Quebec would become it’s own country as it’s held referendums to do twice now. I suspect Alberta/Saskatchewan would join the US, possibly Manitoba too. Everything else would be up in the air as to whether it would join or be its own independent country.
Then we would have to deal with the Quebecois courting and being courted by every crazy left-wing country on Earth. Keep Canada together!
short CZR is a theme i’m playing to profit from our fuhrer making enemies with the world.
Interesting.
The Canadian election is between which guy would be more effective fighting Trump.
Canadians have turned en masse against the US Trump.
This damage will not evaporate.
As for the “free security”, Canadian spending on defense has never been about anything than keeping the US happy. The only real enemy anybody worries about is the US itself, not an invasion by Poland or Holland.
Canada has always been closer to Russia, than the USA. in many ways..
Nonsense. We have the longest undefended border in the world with Canada. Our two economies are highly integrated. We trade $400 billion each year in both directions. Canadian trade with Russia is $0.1 billion. We speak the same language. And as many here indicate, we have family on both sides of that border.
yes but what country borders northern canada?
TSMC in AZ is different than NVDA in TX with Amkor (America and Korea co) and Taiwan’s SPIL. Biden’s INTC with ASML is going nowhere. ASML is down 50%. INTC plunged from $70 in 2020/2021 to $20 bc Biden’s money never came. Western PA and OH got the bulk of the Inflation Reduction Act funds. Josh Shapiro might beat Vance, NVDA, TMSC and Amkor reduces China Belt and Roads risks.
If Josh beats Vance he will benefit from Trump. Factories construction took off. Josh doesn’t need underwear factory in PGH. High tech wages are rising in PA. Demand is high.
trump needs a win after all of his bluffs and capitulations that has created so much unnecessary havoc in the economy and financial markets. He should have his “tweeting” privileges taken away.
Give him half credit for this one although I believe Biden had the bigger role.
I could not confirm my suspicion that the chips will only be tested and encapsulated in AZ, but the wafers will still be etched in Taiwan.
i don’t believe USA has enough talented chip making folks. what i understand is it takes long time to be skilled. not like coding.
Chip design is difficult, chip production is very high end printing. Joe Biden in a clean room suit could probably do it if he had enough ice cream.
Biden continued a lot of Trump’s first term economic policies. There is a broad underlying agreement on the direction although certainly not on its speed.
Won’t happen since the people who say they’re “defending democracy” aren’t there anymore.