TSMC Shakes It Off! AI Demand Keeps Chip Giant Dancing Through Tariff Storms!

Quarterly Profits? 'Cause Baby TSMC Said Yes!

Okay so like everyone's been buzzing about TSMC right? The Taiwan Semiconductor Manufacturing Company? Well they just dropped their quarterly results and *honey* they’re doing alright! They actually beat profit expectations because everyone and their mother wants AI chips. It's like when I drop a new album – demand is insane! Their revenue? A whopping $839.25 billion New Taiwan dollars. That's a lot of commas even for me.

AI is the New Black (and Apparently the New Chip)

Apparently the secret ingredient is AI! TSMC's high performance computing division which is basically the cool kids' club of AI and 5G applications saw sales jump 7% since last quarter. Now I know numbers can be a little *treacherous* but 59% of their total revenue? That's a landslide victory people! It's like when 'Shake It Off' dropped and everyone was like 'Yeah this is *the* song!' Same energy.

Advanced Tech: Smaller is Better (and More Powerful!)

They're also bragging about their advanced technologies which are 7 nanometer and less. Now I'm no scientist (I leave that to my scientist era besties) but I gather this means the chips are super small but super powerful. Which is kind of like my ability to write a song that will stay in your head for *years*. *wink*

Trump's Tariffs: Are We Out of the Woods Yet?

Okay but it's not all sunshine and rainbows folks. There's this little thing called tariffs. Apparently Mr. Trump might slap a 32% tariff on Taiwan (eek!) and that’s not good news for anyone. TSMC is like 'We understand there are uncertainties and risks,' which is corporate speak for 'Help! We're trying to make friendship bracelets for everyone but the world is on fire!' Hopefully it doesn't impact anyone's *delicate* balance.

TSMC's 'Blank Space' Strategy: Diversify Diversify Diversify!

But fear not! TSMC is a smart cookie. They're diversifying their supply chains like I diversify my music genres. They're investing billions in overseas facilities including a massive $100 billion investment in the U.S. on top of the $65 billion they already committed. Talk about making *the best day* of a whole country! The future is looking like a *long story short*.

No 'Bad Blood' with Intel (Apparently)

And just to clear things up TSMC is NOT joining forces with Intel. No joint ventures no technology licensing nothing. Nada. Zilch. So all those rumors? *False God*. But AMD and Nvidia will be using TSMC's Arizona facilities. Looks like they’ll be making the U.S. their *Style* one chip at a time! I guess we'll see if they can *begin again*.