TSM News - Candlesense

Nvidia’s Huang says TSMC among all-time greats: Buying its stock is ‘very smart’

Nvidia's Jensen Huang made a visit to Taiwan on Friday, where he showered praise on TSMC, calling it one of the greatest companies in history.

Investments

2 days ago

Trump vows 100% tariff on chips, unless companies are building in the U.S.

President Donald Trump said he will impose a 100% tariff on imports of semiconductors and chips, but not for companies that are "building in the United States."

What are the longer‑term implications for TSM's global supply chain resilience and market positioning? How might this policy influence the competitive dynamics between TSM and domestic U.S. chip producers? Will TSM accelerate its investment in U.S. manufacturing facilities in response to the tariff, and how will that affect future capital expenditures?

Trade

17 days ago

World's largest chipmaker TSMC says it has discovered potential trade secret leaks

TSMC dominates the market for the manufacturing of the most advanced chips on the planet and counts major firms like Apple and Nvidia as clients.

Could the leak impact TSMC's relationships with its major customers and future contract negotiations? What are the potential long‑term implications for TSMC's competitive positioning in advanced chip manufacturing? How does this situation compare to recent similar incidents at other semiconductor manufacturers?

Legal

19 days ago