Bloomberg Technology
Trump's TSMC Investment, Hulu Oscar Glitches
Mar 3, 2025
Mitchell Green, Founder and managing partner of Lead Edge Capital, shares his insights on the tech landscape and ByteDance's valuation. The discussion dives into President Trump's ambitious $100 billion investment in TSMC and the implications of upcoming tariffs on the tech sector. They also touch on Hulu's major technical glitches during the Oscars, contrasting the reliability of streaming services with traditional broadcasts. This lively chat highlights market fluctuations and the competitive dynamics in the evolving AI space.
43:09
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Quick takeaways
- President Trump's potential $100 billion semiconductor investment in TSMC reflects a strategic move to strengthen U.S. leadership in chip manufacturing.
- Hulu's technical issues during the Oscars broadcast highlight the challenges streaming services face in delivering reliable live event experiences.
Deep dives
U.S. Investment in Semiconductor Industry
A significant announcement is anticipated from the Trump administration regarding a $100 billion investment in the U.S. semiconductor industry by TSMC, the Taiwanese semiconductor manufacturer. This investment highlights the company's commitment to expanding its operations in the U.S., including plans for new chip manufacturing plants in Arizona, aiming to address growing demand for semiconductors. TSMC's prior investments, bolstered by the Biden-era Chips Act, have already established a plant in Arizona with impressive output yields. This expansion aligns with national interests to maintain U.S. leadership in semiconductor technology and has the potential to positively influence the tech stock market.
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