Taiwan Semi’s Spending Spree Will Pay Off Big Planned $100 billion in investments is a drag now, but later it should keep Taiwan Semi No. 1 in production of the most advanced computer chips.
7/31/2022 Miles Guo: The Vice President of the US may visit Taiwan as well. The US aircraft carriers will be permanently stationed in Asia to blockade the CCP. Europe will make three moves to force the CCP to sign a "Plaza Accord'' with the US. Hong Kong will be back to the international community. We don't want wars or extreme approaches.
Instead, we hope the Chinese people will pay the minimal price for taking down the CCP and have a smooth transition to electing a democratic government by one person, one vote.
Planned $100 billion in investments is a drag now, but later it should keep Taiwan Semi No. 1 in production of the most advanced computer chips.
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