TSMC’s March revenue jumps, but tariff risks cloud outlook
TSMC’s March revenue surged, yet future forecasts face uncertainties. Potential US tariffs and a possible US$1 billion fine for export violations raise concerns despite strong AI demand.
According to sources within the notebook supply chain, meetings with brand manufacturers are intensifying as companies navigate the uncertainty created by the unpredictable nature of Trump’s tariff policies. While no one can say for certain what direction the policy will take, two things are clear: assembly lines will not remain in China, and they will not return to the US.
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