I get Trump trying to onshore production and try to reset the trade order.
For WFE though, when you rely heavily on equipment partners outside the US (think $ASML(ASML.US), $TE Connectivity(TEL.US), even $Applied Materials(AMAT.US) facilities in Singapore), trying to build US fabs at a sensible cost while importing 5-10$ Billion worth of equipment (pre-tariff) is near impossible.I don't know what advanced node $Intel(INTC.US) & $Taiwan Semiconductor(TSM.US) Arizona do with this.(Dataset updated thru Feb 2025)Source: Chips & Wafers
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