Silicon Valley's 72-hour Countdown: The $474B Tech Disruption

Why chip makers are watching April 2nd...

Good afternoon,

The semiconductor index's 12% plunge signals Silicon Valley's growing anxiety over Trump's April 2nd "Liberation Day" tariff announcement.

Major EV manufacturers are already shifting supply chains as the automotive tech stack faces its biggest challenge since 2018. [Access this story here.]

-Luke

P.S. TSMC's emergency board meeting reveals a pattern we haven't seen since the 2018 trade war. [CLICK FOR FULL STORY >>]