TSMC Navigates AI Chip Demand Amidst Trade Tensions

Taiwan Semiconductor Manufacturing Company (TSMC) acknowledges that U.S. tariffs are impacting its operations, but the strong demand for AI chips outstrips available supply. TSMC CEO C.C. Wei emphasizes that despite tariffs imposed on importers, their focus is on delivering sufficient chips to customers like Apple and Nvidia. While noting a slight price increase due to these tariffs, Wei highlights the consistent high demand for AI chips which consistently exceeds current supply.