Alibaba and ByteDance Want Nvidia New Chip. Supply Is the Next Question [Yahoo! Finance]
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: Yahoo! Finance
Demand for the processor has exceeded current supply, the sources said. Interest has come from major technology firms, including Alibaba ( NYSE:BABA ) and ByteDance. The H200 chip is produced by Taiwan Semiconductor Manufacturing Co. ( NYSE:TSM ), one of Nvidia's key manufacturing partners. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. The update follows comments earlier this week from U.S. President Donald Trump, who said the administration will permit Nvidia to export the H200 processor to China, subject to a twenty-five percent fee on sales. Industry analysts say the tariff could influence order volumes and the timing of shipments. Chinese authorities have yet to approve purchases. Officials held emergency discussions on Wednesday to review the import request and assess the potential impact on the country's domestic AI chip plans, Reuters reported, citing multiple people familiar with the ta
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News
- ASML Is the Silent Monopoly Behind the Entire Tech Industry, but Is It a Buy Right Now? [Yahoo! Finance]Yahoo! Finance
- Bernstein Reiterates Outperform on TSM as Revenue Tracks Ahead of Guidance [Yahoo! Finance]Yahoo! Finance
- Asahi Kasei Receives 2025 TSMC Excellent Performance Award in Recognition of Its PIMEL™ Photosensitive Dielectric for Advanced Packaging Material [Yahoo! Finance]Yahoo! Finance
- Bernstein Remains Bullish On Taiwan Semiconductor Manufacturing Company Limited (TSM) [Yahoo! Finance]Yahoo! Finance
- Taiwan Semiconductor (TSM) Shares Latest Sales Figures [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 12/10/25 - Form 6-K
- 11/26/25 - Form 6-K
- 11/25/25 - Form 6-K
- TSM's page on the SEC website