Semiconductor Manufacturing Co. (TSMC) Newsletter
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Taiwan chip tariff would raise industry costs, analysts say
03 Feb 2025 21:00 GMT
… ” on the part of TSMC customers and adds that based …
“Trump wants more leading-edge chips manufactured in the US. The … Taiwan invasion by China. Diversified supply chains are smart and motivating TSMC … see encouragements to build more chips in the US, but …
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Gartner is bullish on AI, sees 12.6% chip market growth in 2025 Market news | February 3, 2025 Global semiconductor revenue is set to rise by 12.6 percent in 2025 to US$705 billion, according to Gartner. This will…
03 Feb 2025 22:56 GMT
… Semiconductor Intelligence pegs 2025 chip market growth at just 6 … demand for its AI acceleration chips.
Memory makers SK Hynix … centers. The revenue from chips sold for data center applications … forecast for a ‘fragile’ chip market
TSMC, SMIC gain market from …
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Trump Sticks With Plan to Tariff Foreign Chips
03 Feb 2025 19:47 GMT
… going to put tariffs on chips, we’re gonna put … Nvidia, which uses chips from Taiwan’s TSMC to build graphics cards … semiconductors and “things associated with chips."
In addition, the … and even Intel source chip supplies from TSMC, which still has much …
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President Trump re-iterates intention to impose tariffs on chips Business news | February 3, 2025 President Trump has repeated that he intends to impose tariffs on semiconductor products, saying they would apply to “chips and things associated with…
03 Feb 2025 18:05 GMT
… did not indicate whether chips tariffs would be country- … Taiwan probably refers to leading-edge chip production at below 10nm, where TSMC … for the introduction of chip tariffs remains unclear.
… be doing chips and things associated with chips.”
Elsewhere, …
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Trump tariffs: Is Taiwan next? (and what does it mean for tech companies)
03 Feb 2025 17:38 GMT
… intended to drive Taiwanese semiconductor companies to the … Taiwanese chips – essentially a tariff on Taiwan’s Semiconductor Manufacturing Company (TSMC … . Increased tariffs on Taiwanese chips into the US would … of trade tariffs on Taiwanese chips, if the free …
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Taiwan stock market records fourth-largest loss in history
03 Feb 2025 15:13 GMT
… the weighted index on the Taiwan Stock Exchange, plunged 830 … stocks in the TAIEX, Taiwan Semiconductor Manufacturing Company (TSMC) dropped by 5. … the sharp decline in Taiwanese stocks. If future tariff … or supply chains, the Taiwanese stock market could face …
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AMD earnings: AI bets face investor scrutiny as Big Tech switches to custom chips
03 Feb 2025 12:18 GMT
… will closely examine the chip designer's artificial … Meta (META) developing custom chips. Investors see "customer … silicon refers to custom chips designed for specific customers, … demand. While contract manufacturer TSMC (TSM) has been working …
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Trump’s new tariff announcements put Taiwan in the crosshairs
03 Feb 2025 10:41 GMT
… , concerns have arisen that Taiwan’s semiconductors will be Trump … .
Regarding the possibility that Taiwan’s semiconductors may become the … be imposed on chips, it wouldn’t be TSMC that’s affected … , exploring and innovating so Taiwan’s economy can continue to …
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Taiwan shares take a dive in 1st session of Year of the Snake
03 Feb 2025 09:22 GMT
… the rest of the session.
Taiwan Semiconductor Manufacturing Co., the most heavily weighted … Trump will impose tariffs on chips, so TSMC was in the spotlight … at NT$1,500.00.
Taiwanese contract electronics makers that have …
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Trump's tariffs on Taiwan's chips likely to backfire: analysts
02 Feb 2025 09:48 GMT
… such economic measures would lead Taiwanese chip suppliers to pass on additional … according to Wu, companies like Taiwan Semiconductor Manufacturing Co. (TSMC) have "an absolute … U.S. raises tariffs on Taiwanese chips to 100 percent but imposes …