After a slowdown in the first half of 2025, we are once again seeing material shipments of IC chips from Taiwan to Mexico, as $TSM seeks to leverage trade agreements such as USMCA to reduce tariffs and make trade easier. (1/2)🧵 https://t.co/1NM0RI9qUM
Over the past three months, there has been a market spike in Logic IC production in Japan. Likely coming from JASM (Japan Advanced Semiconductor Manufacturing) this is an important dataset to monitor for $TSM production in Japan. (1/2) 🧵 https://t.co/IDw0vhWVID
Following $TSM’s $52–$56 billion CapEx guide for 2026, the ChipBook Taiwan WFE tracker serves as a valuable tool for monitoring equipment arrivals and installations as leading indicators of capacity expansion and node ramps. (1/2) 🧵 https://t.co/Ai5ywWnBlD
