[jsnell]

> Which is weird, because barely any part of it is produced in the US. So it's not that their costs are going up.

It seems pretty likely that most of their supply contracts are using USD as the currency, even if the production is not happening in the US.

[ksec]

Which is the part most people here on HN still somehow dont understand, the world, tech and especially SemiCon are running on USD. Patents are in USD, All your TSMC Wafers are in USDs, and they goes along with most of the stuff produced by TSMC from the likes of Qualcomm. Majority of Design and Software are in USD.