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Trade Tracker: Steve Weiss trims Taiwan Semi
台积公司台积公司(US:TSM) Youtube·2025-09-29 17:14

Um the president is talking about tariffs on foreign electronics based on the number of chips according to Reuters. So on a day where we're talking about potential tariffs on here, there and everywhere. Um why your Taiwan semi >> is among the biggest non- US chip makers as people know, >> right.>> You've taken your position down a bit. >> I have. >> But you do have considerable exposure there.>> It's still my largest position. It just gotten too big. I I bought it early, owned it for a number of years.But t ...