The stock of TSMC, a listed company in Taipei, increased by 44 percent last year and has already increased by about 9 percent this year.
In the current first quarter, the TSMC forecasts an increase in gross of up to 40% to $1.13 trillion Taiwanese dollars ($33.8 billion). The company reported that customers were sending ‘strong signals’ and straight reported the request for bandwidth. In addition, the TSMC announced plans to increase its investment by as much as 37% to 1.77 trillion Taiwanese dollars ($56 billion) in 2026.
Trump imposes duties on chips
These advanced figures arise in the face of uncertainty about the US President's trade policy Donald Trump (79) and its threat of introducing duties on semi-conductors. Recently, on Wednesday, the U.S. government imposed 25% duties on any advanced integrated circuits. According to papers from the White House, they were affected by, among others, Nvidia's AI H200 processor and AMD's MI325X semiconductor. The government justified the decision on national safety grounds. The aim is to reduce dependence on abroad producers specified as Taiwanese industrial giant TSMC, and decision production to USA.
"The U.S. presently only produces about 10% of its chips in the country, making them heavy dependent on abroad supply chains," the order states. Although American companies specified as Nvidia, AMD and Intel, make many utilized chips worldwide, production takes place mainly in Asia.
