TSMC's AI Chip Empire Strikes Back! Can Family Outrun Trump's Tariffs?

Quarter Mile Numbers Don't Lie

Family listen up. TSMC just dropped their Q1 numbers and they're faster than Tej's calculations on NOS. Revenue hit $839.25 billion New Taiwan dollars smashing expectations! Net income? Up a blistering 60.3%! This ain't just about numbers; it's about the heart the dedication the family that keeps pushing the limit. Like I always say 'It doesn't matter if you win by an inch or a mile. Winning's winning.'

AI: The New NOS?

Looks like this AI thing is the new NOS for the chip world. TSMC's high performance computing division fueled by AI and 5G is burning rubber accounting for 59% of their total revenue. They're talking 7 nanometer and less tech which is like strapping a rocket to your ride. It's all about power and efficiency pushing the boundaries of what's possible. Remember 'I live my life a quarter mile at a time.'

Trump's Roadblock Ahead?

But hold on family. There's always a snake in the grass right? This time it's Trump and his trade policies. Tariffs on Taiwan export controls on Nvidia and AMD... it's like he's trying to take away our cars! TSMC is facing a 10% tariff which could climb to a crazy 32%. They're saying they haven't seen customer behavior change yet but you know I’m always ready with a plan B or C or D. We'll find a way.

Family Forges Alliances!

TSMC's playing smart diversifying their supply chains investing billions overseas. They're throwing down $100 billion in the U.S. on top of the $65 billion already committed. That's like building a fortress! Plus AMD is making chips in TSMC's Arizona facility and Nvidia is cranking out Blackwell chips there too. Family always has each other’s backs no matter where in the world.

No Joint Ventures?!

Now there's been rumors of TSMC joining forces with Intel but they’re saying it’s all smoke and mirrors. No joint ventures no technology licensing. Sometimes you gotta go it alone trust your instincts and remember what's important: family. 'You break her heart I'll break your neck.'

Keep Your Eyes on the Road

TSMC's stock might be taking a hit but they're still forecasting close to mid 20% revenue growth in 2025. That's the spirit! Stay focused stay loyal and never back down. Remember what I always say 'The most important thing in life will always be the people in this room. Salute mi familia!'