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TSMC Confident Amid Trump Tariff Turmoil: CEO CC Wei Says No Change In Customer Behavior Despite Nvidia H20 Chip Curbs - NVIDIA (NASDAQ:NVDA), Apple (NASDAQ:AAPL)

1. TSMC remains optimistic despite geopolitical tensions affecting Nvidia. 2. Nvidia's H20 chip now requires an export license for sales to China. 3. TSMC reports strong earnings, surpassing analyst expectations amid challenges. 4. No change in TSMC's customer behavior impacting future growth outlook. 5. China exempts specific chips designed in the U.S. from tariffs.

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FAQ

Why Neutral?

While TSMC shows strong forecasts, Nvidia's potential limitations might suppress future growth.

How important is it?

The article highlights TSMC's response to geopolitical risks, critical for Nvidia's operations.

Why Short Term?

Immediate impact due to new export regulations affecting Nvidia's supply chain.

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