According to @stocktalkweekly, the quickest way for TSM or Apple to align with the Administration’s near-term made-in-America goals without waiting years for new wafer fabs is to route advanced packaging to a U.S.-based OSAT such as Amkor (AMKR) (source: @stocktalkweekly). Amkor has announced a new advanced packaging and test facility in Peoria, Arizona targeting production in 2025 to serve high-performance computing and other leading-edge customers, creating an immediate domestic path for assembly and test (source: Amkor Technology press release, Oct 2023). The CHIPS for America program explicitly prioritizes building U.S. advanced packaging capacity and makes assembly, test, and packaging projects eligible for incentives, which can steer orders onshore to qualified providers like Amkor (source: U.S. Department of Commerce, CHIPS for America NAPMP Vision 2022; CHIPS Incentives Program NOFO 2023). TSMC’s Arizona wafer fab ramp remains on a multiyear schedule with initial production shifted to 2025 and later phases further out, making domestic OSAT packaging a practical bridge for U.S. content while wafer capacity ramps (source: Reuters coverage of TSMC Arizona timeline, July 2023 and Dec 2023). Apple’s latest A‑series silicon relies on TSMC’s leading-edge nodes, so any packaging localization aligned to U.S. policy would intersect large U.S. OEM demand (source: Reuters, Sep 2023, on Apple A17 Pro using TSMC 3nm). The White House also increased tariffs on Chinese semiconductors in 2024, reinforcing incentives to localize parts of the supply chain in the U.S., though tariff outcomes ultimately depend on rules of origin and specific sourcing paths (source: The White House Fact Sheet, May 2024). For traders, potential U.S. OSAT wins tied to policy and customer mix are direct catalysts for AMKR’s revenue visibility and margins, while added advanced packaging capacity can ease known AI chip bottlenecks that previously constrained shipments, a tech risk-on impulse that often correlates with crypto market risk appetite (source: Reuters on CoWoS bottlenecks, Aug 2023; IMF blog on crypto–equity correlation, Jan 2022).

According to @stocktalkweekly, TSMC’s Arizona operations may receive advanced CoWoS packaging earlier than expected as production equipment is being diverted from Taiwan to Arizona due to U.S. semiconductor tariffs (source: @stocktalkweekly). According to @stocktalkweekly, TSM Arizona fabs and proposed advanced packaging lines have been prioritized for new equipment, with tickers highlighted as $TSM and $AMKR (source: @stocktalkweekly). According to @stocktalkweekly, no direct cryptocurrency market impact is cited by the source (source: @stocktalkweekly).

According to @StockMKTNewz, a broad list of U.S. equities printed new 52-week highs at some point today, including GOOGL, TSM, UBER, JPM, SOFI, C, ASML, BABA, ALAB, GE, ALLY, APP, BE, BIDU, BN, CLS, CMI, CPNG, GLW, GRAB, IONQ, IREN, KLAC, KTOS, LHX, LITE, LRCX, PSTG, RDDT, RIOT, STX, TTWO, and U, source: @StockMKTNewz. According to @StockMKTNewz, crypto-linked equities of interest for traders include Riot Platforms (RIOT) and Iris Energy (IREN) being among today’s 52-week-high names, alongside major tech and semiconductor leaders, source: @StockMKTNewz.

According to @StockMKTNewz, Taiwan Semiconductor (TSM) reported August revenue of $11.09B, up 33.8% year over year, source: @StockMKTNewz. According to @StockMKTNewz, year to date through August 2025, TSMC has generated $80.33B in revenue, up 37.1% YoY, source: @StockMKTNewz. According to @StockMKTNewz, the $80.33B over eight months implies an average monthly revenue of approximately $10.04B, offering traders a baseline to track sequential performance, source: @StockMKTNewz. According to @StockMKTNewz, the update does not reference any cryptocurrency exposure; crypto market readers should note this is a pure revenue data point, source: @StockMKTNewz.

According to @StockMKTNewz, a wide set of equities printed new 52-week highs intraday today, including GOOGL, TSM, GS, MS, C, MU, U, ALNY, APH, APP, APTV, AZO, B, BSX, CPNG, CRDO, EQIX, FTI, HSBC, IONS, INVZ, KGC, LITE, LYV, NLY, PODD, SATS, SGHC, STX, VLO, WDC, and WPM. According to @StockMKTNewz, the move spanned semiconductors and storage names such as TSM, MU, WDC, STX, mega-cap tech like GOOGL, large banks including GS, MS, C and HSBC, energy via VLO, and precious-metals miners KGC and WPM, indicating broad session strength. According to Investopedia, 52-week highs are a widely used momentum signal and expanding new-high lists can attract trend-following flows. According to Coin Metrics research in 2024, BTC and ETH have historically shown a positive rolling correlation with U.S. tech equity indices, and according to @StockMKTNewz the tech and semiconductor leadership today suggests crypto traders should monitor BTC and ETH for correlation-driven volatility during U.S. hours.

According to @StockMKTNewz, Taiwan Semiconductor (TSM) executives would consider returning CHIPS Act funds if the U.S. government asked for an equity stake, citing the Wall Street Journal as the source (source: Wall Street Journal). The U.S. Department of Commerce previously announced up to $6.6 billion in direct funding for TSMC’s Arizona fabs under the CHIPS program, making any equity-linked conditions material for capex planning and risk assessment by equity holders and suppliers (source: U.S. Department of Commerce press release, April 8, 2024). Nvidia relies on TSMC as a key foundry for advanced AI GPUs, so any change to TSMC’s U.S. expansion incentives could influence AI chip supply expectations and NVDA margin outlook tracked by traders (source: Nvidia Corporation, 2024 Form 10-K). Crypto traders should note that Bitcoin’s returns have shown positive correlation with U.S. tech equities, meaning AI hardware supply headlines can indirectly affect BTC via broader tech risk sentiment (source: International Monetary Fund, 2022 analysis on crypto–equity correlations).

According to The Kobeissi Letter, TSM has announced a significant $100 billion investment to build 5 new facilities in Arizona, which will create thousands of jobs. This move increases TSM's total US investment to $165 billion and is expected to generate hundreds of billions of dollars in economic activity. Such a substantial investment could influence TSM's stock performance positively, providing potential trading opportunities for investors focusing on semiconductor and technology sectors.