TSMC’s confidence tested by supply chain concerns

The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes. Brand manufacturers believe that the US-China tariff war will disrupt supply chains, and any additional costs incurred from relocation will not only be shared across the supply chain but also reflected in the end market, potentially affecting consumer purchasing power.

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Inside the tariff freeze: Bessent’s quiet power play in the White House

Is there a rift within Trump’s camp over tariffs? Al Jazeera raised that very question as tensions flared between key figures in early April. Between April 5 and 8, a very public clash between Elon Musk and White House trade advisor Peter Navarro—chief architect of the “reciprocal tariff” strategy—thrust internal divisions at the White House into the spotlight.

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