Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

TSM delivered strong Q1 results, driven by AI chip demand, but stock chart shows weakness. Revenue beat and strong guidance, but trade risks loom.

TSMC remains confident in its business outlook, with CEO C.C. Wei reporting no change in customer behavior despite ongoing geopolitical risks, including Nvidia's H20 chip clampdown and tariff uncertainties.

Barger's Amkor downgrade reflects reduced visibility into demand for mobile phones, automobiles, and consumer products.

Taiwan Semiconductor stock might be in the clear after President Trump applied new tariff exemptions for consumer electronics and chips.

TSMC CEO C.C. Wei stated that the company remains aware of potential risks arising from recent tariff announcements, but noted that customer behavior has not changed, prompting the chipmaker to maintain its current forecasts.

Taiwan Semiconductor Manufacturing beat estimates for the first quarter thanks to strong demand for AI chips. TSM stock rose.

U.S. stock futures rose on Thursday ahead of the long weekend, with Good Friday falling on April 18 and Easter Sunday on April 20.

TSM beats forecasts with strong demand for advanced processor node technologies for AI applications. Guides Q2 revenue and reports income growth.TSM's Q1 results beat forecasts due to high demand for advanced processor node technologies for AI applications. Q2 revenue and income growth guided.

The most advanced 3-nm processors accounted for 22% of the total wafer revenue while 5-nm and 7-nm made up 36% and 15%, respectively.

Roger Dassen, CFO of ASML, acknowledged the contradiction between U.S. policies encouraging domestic chip manufacturing and imposing tariffs on essential tools, noting that the government is reviewing this issue as it complicates the industry's growth strategy.

The first-quarter semiconductor earnings parade kicks off with ASML Holding (NASDAQ:ASML)

The Trump tariff dispute with China is getting worse and stock portfolios are feeling the sting. Just look at Dan Loeb's holdings.

AMD completes initial assessment of new export license requirement by Trump admin for certain semiconductor products to China, may incur $800M costs

Chip stocks are facing selling pressure on Wednesday after NVIDIA Corp (NASDAQ:NVDA) announced that the U.S. government will start requiring a license to export chips to China.