"A Three Sided Win" - Trump’s Tariff FORCES Massive Chip Comeback To U.S

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Valuetainment Episodes

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4.8 • 1.7K Ratings

🗓️ 3 May 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

TSMC’s third Arizona fab marks a $165B US investment driven by Trump-era tariffs. Pat, Tom, and the crew break down the economic win, the geopolitical risks with China, and how this reshapes America’s chip dominance—while warning what China might do next.

Transcript

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0:00.0	TSM starts building third Arizona Fab to ramp up U.S. expansion.
0:05.7	This is big because it's about chips, right?
0:08.1	And we need that.
0:09.4	So, Rob, is this the clip about the chips?
0:11.1	It is. Howard Lutnik at the cabinet meeting yesterday.
0:14.2	Okay.
0:14.7	So TSM has started construction on a third chip plan in Arizona, part of the U.S. expansion,
0:19.6	described as a single largest foreign investment in U.S. history with Commerce Secretary Howard Lutnik stating, it's
0:24.6	tariffs that brought that in. Key word, guys, it's tariffs that brought that in securing an
0:31.2	additional $100 billion investment without subsidies, creating 40,000 construction jobs and 20,000
0:36.6	full-time jobs. Go ahead, Rob.
0:38.3	They're investing $165 billion in 1100 acres in Arizona, and they're building the highest
0:47.1	tech chip manufacturing semiconductors and 4,000 employees, you know, American tradecraft, right, technicians doing every kind of work.
0:57.0	The classic foundation of America is building it.
1:01.0	They had 14,000 people.
1:03.0	They're expecting 40,000 people to build the rest of their plants and to employ 20,000 people
1:08.0	for the rest of time.
1:09.0	This is all driven. You never saw a sight down.
1:12.0	And this is all driven by your tariff policies.
1:14.9	No chance this be happening with that.
1:16.7	Bingo.
1:17.3	Bingo, Tom, thoughts.
	...

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