President Donald Trump has threatened to impose tariffs on Taiwan-made chips, which could hit Nvidia, one of TSMC's biggest customers.

The tariffs would ensnare cutting-edge smartphone and PC-related chips for Apple, AMD and Nvidia if enacted. But Trump is betting his plan will bring more chip production to the US.

"They left us and went to Taiwan," Trump said while speaking at the House Republican Issues Conference on Monday. "We want them to come back." Following his promise of tariffs, Tr

Despite a high valuation level, TSMC's predictable earnings growth and dominance in AI-related technologies provide the stock with plenty of upside potential.

While the tariffs aim to boost domestic manufacturing, they are unlikely to divert production from Asia immediately.

If $2,000 for Nvidia's toasty new RTX 5090 graphics card feels a little steep, things might be about to get a whole lot more expensive. Speaking to Republicans at a conference in Miami on Monday, President Trump threatened to impose up to 100% tariffs on chips from Taiwan.

Taiwan's government will soon look at whether it needs to help its domestic industry over threats by U.S. President Donald Trump to put tariffs on semiconductors, Premier Cho Jung-tai said on Wednesday.

TSMC's new U.S. plant is unlikely to get the most advanced chip technology before factories in Taiwan due to complex compliance issues, local construction regulations and various permitting requirements,

Duties would raise prices for a range of consumer goods, while scaring off further Taiwanese investments in the U.S., experts warn.

Taiwan Semiconductor Manufacturing Company reported robust 4Q24 earnings. Read more to see what makes TSM stock a top pick for AI investors.

Taiwan promises to support chip industry amid US tariff threats. Taiwan's trade surplus with US surged 83% in 2024, with exports reaching $111.4B.