All - American Semiconductors

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SMH: Tariffs, Taiwan, And All-American Semiconductors
Seeking Alpha· 2025-08-06 14:14
I'm bullish on semiconductors. That's hardly a hot take. Who isn't bullish on them? But the reason I predict serious tailwinds for the semiconductor industry, and American-made semiconductors in particular, might surprise you…I’m a financial writer and research analyst with over six years of experience covering markets, industries, and investment strategies. My work focuses on energy, technology, and the auto industry — sectors where innovation, infrastructure, and global trends intersect. I take a long-ter ...