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Stock impact report

TSMC's US$165b Arizona Push Reshapes Growth And Valuation Debate [Yahoo! Finance]

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) 
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm Check Earnings Report
Company Research Source: Yahoo! Finance
TSMC is committing $165b to build new semiconductor factories in Arizona as part of a broadened U.S. Taiwan chip partnership. A bilateral agreement is set to reduce tariffs on Taiwanese goods, including semiconductor related exports into the U.S. TSMC's founder has engaged with U.S. officials and Nvidia's CEO as advanced chip production plans in the U.S. progress. Taiwan Semiconductor Manufacturing, NYSE:TSM, sits at the center of this new U.S. Taiwan chip push, with a current share price of $330.56. The stock has logged a 59.6% return over the past year and a very large 3 year gain, which keeps investor attention firmly on how new capacity, geopolitics, and customer demand interact from here. For investors watching capital intensive chip manufacturing, the planned U.S. build out and tariff changes introduce fresh context for supply chains and long term access to advanced nodes. The scale of the $165b program, combined with TSMC's role as a key supplier to major clients like Show less Read more
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