markets

Luke Kawa2/14/25

TSMC reportedly considering building advanced packaging plant in US amid pressure from Trump

President Trump wants to bring advanced semiconductor production from Taiwan back to America.

Now there may be some progress in that desire, thanks to the only $1 trillion Taiwanese publicly traded company.

According to the Taipei-based Economic Daily News (sans sources), TSMC is considering building an advanced packaging plant in the United States. These discussions come as the company “is facing pressure from the new White House administration and has planned to adjust its factory plans in the United States.”

About that pressure: the semiconductor industry is wrestling with the notion that it might not be getting all the funds it expected from the CHIPS Act, which was passed by the previous administration, as some of the conditions for financing may be in conflict with executive orders signed by Trump.

The president has bemoaned America’s loss of leadership in producing the most advanced semiconductors.

“They left us, and they went to Taiwan,” Trump said Monday. “We want them to come back, and we don’t want to give them billions of dollars.”

(If you’re interested in a deep dive on the history of semiconductor production and how they’ve come to be made where they’re made, I highly recommend this paper.)

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markets

J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

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