As TSMC prepares to deliver its earnings report on July 17, all eyes are on how the world’s largest contract chipmaker will navigate what analysts are calling a “triple threat” — escalating tariff pressures, rising chip duties, and the surging New Taiwan dollar. Together, these factors present a critical test for the company’s short- and medium-term outlook.
Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial intelligence (AI) as a defining force for global industries and innovation. And for now, his efforts appear to be yielding results.
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