Wendell Huang

Rob Hayworth, Senior Investment Strategy Director at U.S. Bank, shares insights on market trends in equities and bonds, plus the implications of the U.S.-Taiwan trade pact. Wendell Huang, CFO of TSMC, delves into the company’s impressive Q4 earnings and its plans for U.S. expansion, driven by an aggressive $52–$56 billion CapEx amid rising AI demand. Both discuss the importance of technology transfer between Taiwan and the U.S., and Huang emphasizes a straightforward approach to managing foreign exchange risks.