Investors can't be blamed for feeling a little better about things these days, especially when compared with where the S&P 500 was two short weeks ago. However, there are big questions that still need to be answered before one can be optimistic.
TSMC remains confident in its business outlook, with CEO C.C. Wei reporting no change in customer behavior despite ongoing geopolitical risks, including Nvidia's H20 chip clampdown and tariff uncertainties.
TSMC CEO C.C. Wei stated that the company remains aware of potential risks arising from recent tariff announcements, but noted that customer behavior has not changed, prompting the chipmaker to maintain its current forecasts.
TSM beats forecasts with strong demand for advanced processor node technologies for AI applications. Guides Q2 revenue and reports income growth.TSM's Q1 results beat forecasts due to high demand for advanced processor node technologies for AI applications. Q2 revenue and income growth guided.
Roger Dassen, CFO of ASML, acknowledged the contradiction between U.S. policies encouraging domestic chip manufacturing and imposing tariffs on essential tools, noting that the government is reviewing this issue as it complicates the industry's growth strategy.
