HomeIndustriesTechnologyNVDA & AAPL Aid TSM's Robust A.I. Demand, U.S. Question Marks Ahead

NVDA & AAPL Aid TSM's Robust A.I. Demand, U.S. Question Marks Ahead

TSMC (TSM) became a market leader after posting a strong earnings beat and optimistic guidance. Caroline Woods attributes much of that success to its worldwide contracts, particularly with Nvidia (NVDA) and Apple (AAPL). However, U.S. export restrictions on A.I. chips and potential Trump tariffs could serve as headwinds for TSMC.

16 Jan 2025

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