TBPN Live from Washington, DC: Will Manidis, Analysis of Intel Earnings, Analysis of TSMC Earnings, Amazon Denies Plans to Display Tariff Impact at Checkout
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Apr 29, 2025 Will Manidis, the first chairman of TBPN and its inaugural in-person guest, brings captivating insights from Washington, D.C. He analyzes Intel and TSMC's contrasting earnings, highlighting TSMC's growth amid geopolitical challenges. The discussion dives into Amazon's controversial decision to forgo displaying tariff impacts at checkout. Manidis also discusses the broader implications of technology's influence on politics and corporate narratives, and reflects on the evolving landscape of innovation in the semiconductor industry.
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TSMC’s Reshoring Commitment
- TSMC reports bullish growth for 2025 and a $165 billion investment in US fabs over several years.
- This commitment reflects a real reshoring shift, driven by customer demand and government collaboration.
Tariffs Affect Consumer Choice
- An AB test showed all customers chose cheaper Chinese-made products over pricier US-made ones.
- Amazon considered displaying tariff impacts at checkout but denied plans after political pushback.
Amazon’s Satellite Internet Ambition
- Amazon launched 27 satellites aiming to rival SpaceX’s Starlink with a plan for 3,200 satellites.
- Competition focuses not only on orbit but also ground infrastructure and manufacturing scalability.