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Early investing tSMC’s aggressive capacity expansion
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TSMC’s aggressive capacity expansion may position it ahead of competitors in capturing long-term AI processing needs. The administration never finalized those awards, and they’re still in limbo after Duffy ordered reviews of discretionary grants that clash with Trump’s priorities. The CFI program also holds more than $700 million in unawarded funds, which could go toward EV charging or to hydrogen and propane infrastructure. Got a confidential news tip? We want to hear from you. Agricultural tech firms show 15% shipment growth per USDA data. Early investing could ride the demand for smart irrigation systems, with Deere & Co expected to boost margins by enhancing AI-driven farm equipment.