Taiwan Semiconductor Manufacturing Co. Stock News

Stocks in Taiwanese tech companies that are major suppliers to companies like Apple rose on Monday after the U.S. government granted temporary exclusions from steep tariffs on smartphones, computers and some other electronics imported largely from China.

President Donald Trump has exempted electronics from his “reciprocal” tariffs, at least for now. The government announced late Friday (April 11) consumer electronic imports from China would be excluded from the steep tariffs the U.S. has imposed on that country.

In a short trading week, we'll also see earnings from J&J, Abbott Labs, and ASML. A retail sales report will be the most important economic data release against the backdrop of ongoing tariff volatility.

Taiwan Semiconductor is a very well-managed company with strong fundamentals, technological leadership, and a strong competitive moat, despite geopolitical risks highlighted by Warren Buffett. TSMC's advanced nodes, like 3nm and upcoming 2nm, drive significant revenue growth, especially in the AI/high-performance computing segment. The company maintains a rock-solid balance sheet and impressive...

Finding deals after a sell-off is a great way to make a profit as an investor. Many stocks are currently trading for an absurdly low valuation, even after the bump that stocks got on Wednesday.

More big banks are set to report earnings this week, along with entertainment and health care giants, after some of the world's biggest banks reported earnings Friday and markets capped off a volatile trading week as investors reacted to the latest announcements on tariffs.

The stock market has become highly volatile following President Donald Trump's tariff announcements and heightened trade tensions with China. Stocks had some of their worst sessions since the COVID-19 pandemic five years ago.

TSMC's Q1 2025 earnings report shows revenue slightly ahead of estimates at $25.6 billion, driven by AI servers and smartphone chips. Volatility from tariffs and strong AI growth projections make a short-term strangle on TSM attractive, despite potential tariff impacts on global trade. TSM's CapEx guidance between $38 billion and $42 billion for 2025 will be crucial in assessing future demand a...