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Depends on when the product is shipped. If there’s a part of the process of manufacturing that’s done in the US and TSMC isn’t inside a FTZ, then they have to pay tariffs for that step.
I mean, I don’t know their process. But production outside of foreign trade zones can subject a producer to tariffs before the final product is made. Just kind of depends on how they’re set up.
Russian puppet is going to do puppet things. mild shock