TSMC: Taiwan Concerns Are Overblown

Core Insights - TSMC has recently faced negative news reports but reported strong earnings results, with both EPS and revenue exceeding expectations [1] - The stock has been adversely affected by recent tariffs despite the positive earnings performance [1] Financial Performance - TSMC's earnings results showed a significant beat in both EPS and revenue, indicating strong operational performance [1] Market Impact - The imposition of recent tariffs has negatively impacted TSMC's stock price, highlighting the vulnerability of the company to external economic factors [1]