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.