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TSMC Sales Soar 42%. But Chips Tariffs Threat Hangs Over Taiwan Semi Stock. - Barron's

1. TSMC reported a 42% rise in Q1 sales, exceeding expectations. 2. Sales growth is likely driven by AI-related chip demand. 3. Uncertainty over tariffs may hinder stock price rally. 4. TSMC's ADRs down 22% this year amid tariff concerns. 5. Company plans $165 billion U.S. investment to counter trade issues.

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FAQ

Why Neutral?

While sales grew, tariff uncertainties are weighing on investor sentiment.

How important is it?

Sales growth is significant but overshadowed by concerns about U.S. tariffs.

Why Short Term?

Immediate volatility due to tariffs but potential long-term growth from AI sales.

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