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

"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

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

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.

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.

China shocked the West with its announcement of DeepSeek, an artificial intelligence network capable of competing with OpenAI, Meta and Google. The fact that China was able to develop DeepSeek without a heavy supply of sophisticated microchips from Nvidia sent Nvidia stock spiralling,

I can’t say that I can honor something I haven’t read,” Howard Lutnick, Trump’s nominee for commerce secretary, said of the binding CHIPS and Science Act awards in a confirmation hearing on Wednesday.

TSMC and Apple's partnership hasn't always been certain, with a new interview detailing how the company fended off an attempt by Intel to become Apple's chip foundry partner in 2011.