Taiwan’s exports reached a record $91.1 billion in March, up 66% YoY and growing at the fastest pace in over 16 years last month on strong demand for AI and HPC products.
$TSM $NVDA $AMD
The S&P 500 under President Trump tends to be quite weak early and form a major low in late March.
Sound familiar? History now says strength the rest of 2026 could be likely.
This is ASML's $400M+ chipmaking machine which weighs as much as two Airbus A320s & took 250 engineers 6 months to install the first one
$ASML says the machine is “essential” to participate in the AI boom
This is the machine TSMC just said it does not need to upgrade from