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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.2K followers
Created: 2025-07-26 17:50:35 UTC

Japan’s major trade package could supercharge TSMC’s US push, adding fuel to capex and ecosystem bets if those funds funnel into chip infrastructure.

Momentum has already been hot: TSMC’s expansion plans just tripled, market optimism is ticking up, and Q2 numbers crushed consensus.

If Japan’s deal brings cross-border financing or supply chain boosts, watch for further rerates on TSMC and its suppliers. Curious how this narrative could shake up global chip dominance?

See full macro sentiment and live signals on the chip sector:



XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949165466175643906/c:line.svg)

**Related Topics**
[q2](/topic/q2)
[momentum](/topic/momentum)

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