President Donald Trump has threatened to impose tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.

Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.

Donald Trump's decision to place tariffs on Taiwan comes as China made significant breakthroughs with AI development.

Taiwan promises to support chip industry amid US tariff threats. Taiwan's trade surplus with US surged 83% in 2024, with exports reaching $111.4B.

The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.

"They left us and went to Taiwan," Trump said while speaking at the House Republican Issues Conference on Monday. "We want them to come back." Following his promise of tariffs, Tr

While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.

Taiwan's government will soon look at whether it needs to help its domestic industry over threats by U.S. President Donald Trump to put tariffs on semiconductors, Premier Cho Jung-tai said on Wednesday.

TSMC and Apple's partnership hasn't always been certain, with a new interview detailing how the company fended off an attempt by Intel to become Apple's chip foundry partner in 2011.

China has fired the first shot in the AI battle. Now it's time for America to do what we do best: win the war.

Chinese smartphone maker Huawei Technologies is eyeing a global comeback, boosting the number of markets where it sells phones equipped with high-performance chips—developed in-house to sidestep US sanctions—to about 60.