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TSMC, Tariff Impact

TSMC says tariffs have some impact but AI demand robust

U.S. tariffs are having some impact but demand for artificial intelligence (AI) remains strong and continues to outpace supply, the chief executive of Taiwanese chipmaker TSMC said on Tuesday. U.S. President Donald Trump's trade policies have created much uncertainty for the global chip industry and TSMC,

The Wall Street Journal on MSN · 2d

TSMC Sees Limited Tariff Impact on AI Strength

Taiwan Semiconductor Manufacturing Co. faces limited impact from tariffs, its chief executive said, reaffirming that artificial-intelligence demand remains strong, and guided for record earnings. At an annual shareholders’ meeting on Tuesday,

Barron's on MSN · 1d

TSMC Is Shaking Off Chip-Tariff Fears. Here’s How.

Taiwan Semiconductor Manufacturing CEO C.C. Wei said threatened tariffs on semiconductors wouldn't directly affect his company.

1don MSN

Why the world's largest contract chipmaker isn't concerned about AI chip competition

TSMC's CEO, CC Wei, said demand for AI chips has outpaced supply.

TSMC’s rosy outlook and Huawei’s investment web

Since Huawei was sanctioned by the US in 2019, the Chinese tech giant has invested in more than 60 chip companies in China to ...

11h

TSMC CEO Tells Trump $100 Billion US Chip Expansion Will 'Take Time' Amid Tariff Pressures, Surging AI Demand

CEO C.C. Wei revealed during Tuesday’s shareholder meeting that he informed President Donald Trump that establishing a ...

10hon MSN

Billionaire Stanley Druckenmiller Sold Palantir and Amazon and Is Piling Into This Artificial Intelligence (AI) Stock Instead

Back in 2022, billionaire Stanley Druckenmiller made a sizable bet on chipmaker Nvidia. The company has gone on to become one ...

Fudzilla1d

TSMC says AI chip war doesn’t matter

All roads lead to TSMC The head of TSMC reckons it doesn’t really matter whether GPUs or ASICs win the AI chip race. Either ...

18h

TSMC Stock Outlook Strong as AI Chip Demand Soars Despite Tariff and Taiwan Risks

Due to TSMC’s importance to the semiconductor industry, as always, TSMC sports a rating of a Strong Buy, based on eight recent analysts’ ratings. The average TSM stock price target is $219.43, ...

AI Demand Explodes--but TSMC Warns of Risks Investors Can't Ignore

TSMC (NYSE:TSM), the world's top chip foundry, is walking a tightropenavigating rising U.S. tariffs, political headwinds, and ...

12h

TSMC Shares Rise As GlobalFoundries' $16B U.S. Expansion Boosts Semiconductor Sector

Shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) are trading higher Wednesday as investor sentiment in ...

2don MSN

TSMC says US tariffs have some impact but AI demand robust

Taiwan's TSMC said on Tuesday that U.S. tariffs were having some impact on the company and had been discussed with Washington ...

13h

TSMC Defies Gruesome Geopolitical Odds With Friends in High Places

As an avid follower of semiconductor stocks, I’m genuinely excited by the recent momentum in Taiwan Semiconductor ...

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