During the tariff war of Trump, some people are worrying over the semiconductor stocks for they don’t know what Trump would do with them. But I had already said no need to worry for TSM was the first one to show a good example of avoiding tariff, that is to invest 165 Billion in US. Another point is that Trump had a special investment in INTC and become a stakeholder, people afraid this may happen to TSM. However, TSM said if US wished to be the stakeholder of TSM, they would return all the aid from US. Thus US said they have no such an intention.
TSM speaks louder than INTC, just see who depends on who. Over 90% of matured process of semiconductor are from Taiwan. Even now found Japan wished to steal the intellectual property of TSM, the stock price will rise. It is not so easy to download the working process and steal away the commercial secret. For other people does not have such a background of semiconductor as in the Science Park of Taiwan. Just see TSM has a lot of factories in China and China steal cannot product the 2nm chip as what TSM is doing.
Attached is a comparison of TSLA and TSM by Microsoft AI on Aug 13th, that is before the Annual Meeting of Jackson Hole. For after that day a new page will start and should prepare well. Further discussions can be seen in The Express of July 1st and Aug 8th 2025. Why comparing these 2 stocks, for I am holding 3 stocks in the Top 10, the first one NVDA is a must for it is King of Kings. But why hold the 9th and 10th of Top 10, for it has more room to rise and develop.
When you want to have a long term investment like 5-10 years better find the stocks from Top 10.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.