While no major announcements were made by TSMC on December 5, 2025, the company's stock is navigating a landscape of geopolitical trade tensions. Reports from the previous day indicated that the proposed 100% US tariffs on semiconductors are likely to be postponed. This development brings a degree of temporary relief for the industry, as such tariffs could disrupt global supply chains and increase costs for major players like TSMC. The potential for these tariffs has been a lingering concern for investors, creating uncertainty around the semiconductor sector. The delay, attributed to concerns over provoking China and disrupting access to critical materials, allows TSMC and other manufacturers to continue their operations without the immediate threat of this significant trade barrier. Market analysis preceding this news highlighted ongoing investor attention on TSMC's strong performance and its central role in the AI sector, which continues to drive demand for its advanced chips.