TSMC forecast lifts the matte mood in chip stocks, the tariff is concerned

By Ankur Banerjee

Singapore (Reuters) -Taiwan’s TSMC, in Asia and Europe, ASML from ASML, after a warning from NVIDIA and ASML, raised the rapidly developing trade policy of Asia and Europe.

The Taiwan Semiconductor, which includes Apple and Nvidian to its customers, has made a better quarterly profit than expected on Thursday, and maintained full annual views for both income and capital expenditures.

The shares of Japanese technological companies and some European companies have risen after the results of TSMC and were announced after the closure of Taiwan stock exchanges. The company’s shares in Frankfurt increased by 5.5% in early trade.

On Wednesday, the AI ​​processor, which adapted for chip reserves, NVIDIA, Washington for China, warned of a $ 5.5 billion hit after the restrictive ASML processor processor.

TMSC executors said that although there are risks from US tariffs, the company has not changed any change in customer behavior and has expected the work to be supported by strong artificial intelligence.

The company, the world’s largest contract company, is the main manufacturer of advanced chips used in artificial intelligence applications and used by strong demand.

Gary Tan, allspring global investments, a portfolio manager, TSMC is the strongest position to pass the price increase, he said.

“This will be a lawyer you can work the supply chain,” he said.

Bellwether from Bellwether from Bellwether to the global chip industry, the general outlook for the sector remains cloudy and will be in the center of attention through the savings season.

“Management will be cautious because it is just so uncertain, but also a free card consisting of a non-arrested card,” said Mark Hackett, Philadelphia.

“If they are nervous, they can just blame the tariff policy and say that it is very uncertainty and not to lead you.”

The threat of tariffs was aggravated in the TSMC Foundation. TSMC’s list of TAIPEI’s listed shares in 2025 in the worst of in the worst of 2025 for at least three decades in the worst since 2025. His listed shares decrease by 23%.

Foreign investors this year this year this year this year, this year, $ 2 billion this year, $ 10.4 billion in a report in 2023 and a $ 2023 report.