June 19, 2025 10:22 AM GMT Semiconductor Production Equipment | Japan US-China Decoupling and SPE Stock Picking Texas Instruments has decided on the heaviest investment in domestic legacy semiconductor production ever in light of the Trump administration's manufacturing repatriation policy. NVIDIA is to exclude China sales from guidance. We identify SPE stocks likely to benefit from ongoing global decoupling. Key Takeaways TI announces large-scale investment in US: Texas Instruments (covered by Joseph Moore ...