Touted as the world’s leader in the production of advanced semiconductors used for AI and smartphones, it’s no surprise that Taiwan Semiconductor Manufacturing Co. has come between the geopolitical crosshairs of the US and China. And while it has been successful in beating earnings, analysts are starting to question the potential impact of Trump' s tariffs on its future performance.
Join Dan Koh and Ryan Huang as they learn what analysts are saying about the implications of the global trade war on the semiconductor supply chain and the outlook of TSMC’s performance in the foreseeable future.
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Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek