Trump 2.0 official thread

[Phead128]

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Shocking! /s

I'm pretty sure this is stock market manipulation. Buy low, drop speculative rumor, sell high, dispel rumor. Rinse and repeat.

There is no way TSMC would take over Intel deadweight foundry in a JV, transfer secret knowledge, just because of tariff threat by Trump. That is some unequal treaty type transaction. Taiwan might as well just sell to China if it comes to pass just to stick it against the uppity Americans.

 

[Abominable]

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Shocking! /s

I'm pretty sure this is stock market manipulation. Buy low, drop speculative rumor, sell high, dispel rumor. Rinse and repeat.

There is no way TSMC would take over Intel deadweight foundry in a JV, transfer secret knowledge, just because of tariff threat by Trump. That is some unequal treaty type transaction. Taiwan might as well just sell to China if it comes to pass just to stick it against the uppity Americans.

Who's going to say no to Trump? TSMC? They can't even say no to the Taiwanese government. Unless there is a change in regime in Taiwan, they will be forced to do it. It follows the same logic Trump's tariffs on Canada and the EU.

During the time of the Roman empire whenever times got hard, Rome would increase the tributes taken from vassal states. They felt the pinch more than Rome's enemies. That's exactly the dynamics going on now.

If you want to be a satrap of the American empire expect to feel pain when they do.

 

[Hyper]

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Shocking! /s

I'm pretty sure this is stock market manipulation. Buy low, drop speculative rumor, sell high, dispel rumor. Rinse and repeat.

There is no way TSMC would take over Intel deadweight foundry in a JV, transfer secret knowledge, just because of tariff threat by Trump. That is some unequal treaty type transaction. Taiwan might as well just sell to China if it comes to pass just to stick it against the uppity Americans.

It is market manipulation. Notice how it happens on Friday and Saturday. That's the day he keeps manipulating markets.

 

[iewgnem]

It is market manipulation. Notice how it happens on Friday and Saturday. That's the day he keeps manipulating markets.

No, it just mean they don't want a JV, they want TSMC to merge into Intel for free as Taiwan's "payment" for "stealing" American chip manufacturing.
Of course the same problem as JV still applies, Intel operates with an inferior culture and any configuration where that culture calls the shots will kill both.
But if Americans can compute that Intel and American semi wouldn't find itself in its current situation to begin with

Few things are unpredictable if you just keep in mind the nature of their kind.

 

[Hyper]

No, it just mean they don't want a JV, they want TSMC to merge into Intel for free as Taiwan's "payment" for "stealing" American chip manufacturing.
Of course the same problem as JV still applies, Intel operates with an inferior culture and any configuration where that culture calls the shots will kill both.
But if Americans can compute that Intel and American semi wouldn't find itself in its current situation to begin with

Few things are unpredictable if you just keep in mind the nature of their kind.

He always makes some outlandish statement on Friday and Saturday. Markets are closed on Sunday. They hedge their options. Classic manipulation.

 

[coolgod]

He always makes some outlandish statement on Friday and Saturday. Markets are closed on Sunday. They hedge their options. Classic manipulation.

Uh, Intel's stock was already mooning last Monday. I'm not sure what Friday/Saturday market manipulation you are talking about.

 

[Eventine]

TSMC is 100% dependent on ASML (and other Western equipment makers) and will do what Trump tells them to. If Trump sanctioned them tomorrow their whole business collapses, while Intel and Samsung can still function. The only leverage TSMC has is the AI race & stock piling that makes the US reluctant to disrupt chip supplies, but it’s not like AI can’t be trained on cheaper chips that other companies can build; longer term TSMC and Taiwan are doomed in this industry.

 

[iewgnem]

TSMC is 100% dependent on ASML (and other Western equipment makers) and will do what Trump tells them to. If Trump sanctioned them tomorrow their whole business collapses, while Intel and Samsung can still function. The only leverage TSMC has is the AI race & stock piling that makes the US reluctant to disrupt chip supplies, but it’s not like AI can’t be trained on cheaper chips that other companies can build; longer term TSMC and Taiwan are doomed in this industry.

TSMC itself does have leverage, neither Intel nor Samsung can take on TSMC orders on both process and capacity, there are really no cheaper chips outside mainland China to train AI on, not to mention AMD, Apple and Intel all rely on TSMC for their non-AI chips. TSMC sanctions would actually lead to the collapse of the entire US tech industry.

But TSMC doesn't call the shots and US doesnt' need to sanction TSMC, Taiwan is ruled by a corrupt puppet regime and that regime can induce TSMC to do things with physical force, US can't sanction TSMC but US can very much sanction individuals in that regime.

 

[GulfLander]

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Shocking! /s

I'm pretty sure this is stock market manipulation. Buy low, drop speculative rumor, sell high, dispel rumor. Rinse and repeat.

There is no way TSMC would take over Intel deadweight foundry in a JV, transfer secret knowledge, just because of tariff threat by Trump. That is some unequal treaty type transaction. Taiwan might as well just sell to China if it comes to pass just to stick it against the uppity Americans.

Will tech transfer from Taipei to US still need Legislation approval from Taipei? If not, will KMT and TPP make laws to prevent it?

 

[FriedButter]

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Trump plans to impose new US tariffs on countries with value-added taxes​

President Trump on Saturday announced that value-added tax systems in other countries will be treated like tariffs — and included in his new plan to impose US levies to match.

“We will consider countries that use the VAT System, which is far more punitive than a tariff, to be similar to that of a tariff,” Trump said in a post on Truth Social about the decision.

“Sending merchandise, product, or anything by any other name through another country, for purposes of unfairly harming America, will not be accepted,” he added.

A value-added tax is a type of national percentage tax added to goods and services at each phase of production. It is used in at least 175 countries globally.

The US, which instead employs state and city taxes, is one of the few exceptions.

The new tariffs will likely be felt the most in the European Union, which has value-added taxes of almost 22%.

Trump said the policy is in the interest of “fairness” and aims to bring trade reciprocity and prosperity.

“Whatever countries charge the United States of America, we will charge them . . . No more, no less!” he wrote in his post.

Trump announced the initial reciprocal tax order on Thursday.

It requires the Office of the US Trade Representative and Commerce Secretary-designate Howard Lutnick to draft recommendations, and the Office of Management and Budget to submit a fiscal-impact report within 180 days.

The recommendations and reports could come after the first levies are already imposed.

Also in the crosshairs are India and Japan.

A White House official called India “the maharaja of tariffs” and noted that Japan has steep non-tariff barriers to US imports.

The tariff increases would be customized for each country, with the partial goal of starting new trade negotiations, according to reports.

EU officials have said they’re considering adopting the lower rate to appease Trump.

The White House listed examples of disproportionate taxes, including Germany’s current 10% car import tariff versus America’s 2.5%; Brazil’s 18% ethanol tariff versus the US’s 2.5%; and India’s 39% tariff on agricultural goods versus the US’s 5%.

Since taking office, Trump has also announced plans to hike up tariffs on Chinese goods, as well as a flat 25% tariff on steel and aluminum imports.

“Whatever countries charge the United States of America, we will charge them . . . No more, no less!” he wrote in his post.

The VAT tax applies equally to all sales. Trump appears to be shifting towards demanding +170 countries to rewrite their tax laws to allow tax exemptions for US goods.