Jan 15, 2026: Big day for Chips: TSMC 35% profit jump on AI demand, US put a 25% tariff China-bound chips, Taiwan pledged $250B for US fabs.
Today was a big, wild day for chips related news - TSMC is riding the wave, while Nvidia and AMD grapple with conflicting policy --- they're finally allowed to sell to China, but China's saying "no thanks" at the same as the US is putting tariffs on their products --- I'm not sure who's winning here, other than Huawei.