r/wallstreetbets • u/MikeMikeGaming AI bubble survivor • Jan 28 '25

News Trump To Tariff Chips Made In Taiwan, Targeting TSMC

https://au.pcmag.com/computers-electronics/109466/trump-to-tariff-chips-made-in-taiwan-targeting-tsmc

Why don't we kick Nvidia while it's down am I rite?

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u/UsualLazy423 Jan 28 '25

100% tarrifs on Taiwan would not only tank the economy, but it would incentivize data centers to move out of the US where they can buy without the tarrif.

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u/Familiar_Use_8237 Jan 29 '25

Wrong. US WSB economy will make money, except the 85% that will inverse for no reason except suspicion against themselves.

Also, did anyone say 100% tariffs? If it is too dangerous to lose….buy it out or twist someone else’s arm to do it. Did politicians stop doing their jobs.

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u/Jonbos617 Jan 28 '25

I think he wants them to build more here, for obvious reasons. They already have started… it’s to make incentives to get the other plants online soon.

Also data centers are best when close to the end user.

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u/UsualLazy423 Jan 28 '25

Why would they build more in the US when they can build a datacenter in Canada or Mexico and not pay the chip tariffs?

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u/Jonbos617 Jan 28 '25

1) if they build a chip manufacturing plant here then they also won’t have to pay tariffs. 2) it is safer from China here. 3) As for data centers, every mile of connection to the end user or service it has to connect to causes latency which slows down the data moving. So data centers are usually within 300 miles of big population areas, or other hubs they need to connect to.

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u/Inevitable_Push8113 Jan 29 '25

Can confirm - global streaming experience using global data centers to deliver content.

Geographic latency is a real thing. The “cloud” can’t live anywhere when performance is required for a region.

Don’t take our word on it…. https://docs.aws.amazon.com/Route53/latest/DeveloperGuide/routing-policy-latency.html