U.S.-listed shares of tech giants are gaining some lost ground this morning after a China-based startup shocked the AI world with a powerful LLM. Yesterday, shockwaves rippled across the American tech industry after news spread over the weekend about a powerful new large language model (LLM) from China called DeepSeek.
Taiwan Semiconductor Manufacturing Company (TSMC) has responded to President Trump's recent threats to implement trade tariffs on electronics.
Taiwan Semiconductor Manufacturing's Q4 sales surged 37%, with expanding margins. Find out why TSMC stock presents a buy opportunity with 17% upside.
TSMC is at the center of AI growth, with the US relying on its chips. Read why TSM stock is a strong hold, as its success is key to US AI leadership.
Taiwan's government has been swift to respond to the talk of huge tariffs by the recently inaugurated 47th president of the United States.
TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements,
TSMC manufactures more than 90% of the world’s most advanced logic chips, making it the world leader in semiconductor manufacturing. Back in 2020, it announced the creation of TSMC Arizona and an initial $12 billion commitment to building its first U.S.-located advanced fabrication plant in Phoenix.
TSMC, which makes chips for Nvidia, reported net income of $11.6 billion. Its CFO said this was supported by "strong demand" for its advanced chips.
The Trump tariffs could financially hit Apple's chip production partnership with TSMC, after the President insisted the import taxes will be applied to semiconductors and other specific industries in the near future.
This iron condor trade on Taiwan Semiconductor has the potential to return 33% if the stock price stays between 183.75 and 228.75.
TSMC's leadership in semiconductor manufacturing remains strong, with continued demand for advanced chips in AI, Cloud, 5G, and robotics sectors. Read more here.