3 AI Stocks You Should Not Buy Until the Iran War Ends [Globe and Mail, The (Toronto, Canada)]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: Globe and Mail, The
Any production delay in advanced semiconductors will profoundly affect Nvidia. Semiconductor investors, particularly in the AI space, have earned outsized returns amid insatiable demand for chips. However, the chip-manufacturing process requires helium, and an estimated 30% of the world's production is offline because it has to go through the Strait of Hormuz, the flashpoint of the U.S. conflict with Iran. Although this also means that 70% of the supply is unaffected, the probable effects are higher helium prices and less available supply. This is likely to slow production and could mean investors turn on such stocks, at least for a time. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Ultimately, we do not know how long the shortage will last, and due to the massive demand, investors still have good reason
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TSM
News
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- 3 AI Stocks You Should Not Buy Until the Iran War Ends [Yahoo! Finance]Yahoo! Finance
- Taiwan's Delta Electronics warns costs rising as AI data centre demand surges [Yahoo! Finance]Yahoo! Finance
- 3 stats that show how wild April has been for markets [Business Insider]Business Insider
TSM
Earnings
- 4/17/26 - Beat
TSM
Sec Filings
- 4/29/26 - Form 4
- 4/24/26 - Form 4
- 4/24/26 - Form 6-K
- TSM's page on the SEC website