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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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Demand for AI and HPC chips is relentless. Taiwan Semiconductor Manufacturing Company Limited is growing at a rate of 30%, which is unusual for a company that brings in $30B in revenue per quarter. The utilization rate for the 5nm process node was so high in Q2 that the company had to deploy resources from the older 7nm node to meet demand. TSMC's $165B US investment should help mitigate reciprocal and sectoral tariff risks, with effective rates likely landing between 15-20% after August 1.
