TSMC Soars, ASML Stumbles: Tariff Turbulence Ahead for Chip Giants?
TSMC( $Taiwan Semiconductor Manufacturing(TSM)$ ) just delivered a jaw-dropping Q1 net profit of NT$361.6 billion ($10.99 billion), smashing market estimates of NT$354.644 billion and signaling a potential semiconductor resurgence. Meanwhile, ASMLโs latest quarter painted a gloomier picture, with orders falling short of expectations due to a sluggish chip market and looming U.S. tariff threats. As these two titans navigate choppy waters, investors are left wondering: How will tariffs shake up their businesses? Can semiconductor margins weather the storm? And is TSMCโs rebound a golden opportunityโor a risky gamble? Letโs unpack it all. Tariffs: A Storm Brewing for TSMC and ASML $ASML Holding NV(ASML)$ TSMC
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