During AMD's recent Q4 2024 earnings call (transcript here), AMD CEO Dr Lisa Su explained that the company ... into a partnership with arch rival TSMC and now I think I've seen everything ...

Trump also threatened sectoral tariffs including on chips, metals and drugs in coming months. “TSMC share prices already reflect the ADR price movement,” said Ken Wong, Asian equity portfolio ...

even if TSMC’s US-based facilities open on schedule. Rapidly building a domestic and largely self-sufficient domestic semiconductor industry is no easy task, and it remains to be seen whether the ...

DeepSeek's development with less advanced hardware raised concerns, causing significant stock drops for TSMC, Nvidia, and AMD, but the reaction seems disproportionate. TSMC's leadership in ...

President Joe Biden, as part of his CHIPS Act, sought to encourage more semiconductor firms to set up business in the US by offering incentives such as tax breaks. TSMC has moved some of its ...

Why it matters: This affects sentiment as to TSMC’s earlier guidance of a mid-40s five-year AI revenue compound annual growth rate. DeepSeek’s model exacerbated concerns as to whether adding ...

President Trump is preparing to place tariffs beyond Chinese assembled electronics to computer chips made in Taiwan, warning the tariffs could reach as high as 100%. “In particular, in the very ...

On the one hand, this could reduce American companies' reliance on Taiwan in general and TSMC in particular ... like this ridiculous program that Biden has given everybody billions of dollars.

In a speech this week, Trump announced his administration would soon place a tariff on semiconductors, with an apparent focus on pressuring Taiwan-based TSMC ... by President Biden in 2022.

The Trump tariffs could financially hit Apple's chip production partnership with TSMC, after the President ... of dollars like this ridiculous program Biden has," Trump says, referring to the ...