TSM shares rose 2.56% to $379.50 in pre-market trading as the AI supply chain remains resilient despite a new 15% global flat tariff. Critical exemptions for advanced semiconductors have allowed trade to continue freely, positioning Taiwan as the primary supplier to the U.S.
- Nvidia is expected to surpass Apple as TSMC’s largest customer, further bolstering investor confidence through its expansion in Taiwan.
- Analysts highlight TSMC’s massive $52-$56 billion capital expenditure plan as the key factor in maintaining its 90% market dominance.