Story perspectives
TSMC Faces Tariff Uncertainty Amid Strong AI Demand
6/3/2025
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Story summary
- TSMC acknowledges US tariffs are affecting demand, yet AI demand remains robust.
- CEO C. C. Wei highlights tariffs introduce uncertainty in the global chip market.
- Customer behavior remains stable despite tariff-related uncertainties.
- Potential price increases from tariffs could influence future demand.
- Strong AI demand continues to exceed supply, supporting TSMC's business stability.
