Wall Street Breakfast Podcast: Tariff Win Sends TSMC Higher

Group 1: TSMC and Semiconductor Industry - Taiwan Semiconductor Manufacturing Company (TSMC) reached a record high stock price after Taiwan announced that it would be exempt from a proposed 100% tariff on semiconductor imports to the U.S. [3] - TSMC's stock increased nearly 5% to 1180 won following the announcement [3]. - The company has made significant investments in the U.S., including an initial $65 billion for three plants in Arizona and an additional $100 billion investment announced in March [4]. Group 2: Samsung and Apple Collaboration - Samsung Electronics' shares rose after Apple announced it would source chips from Samsung's Texas factory [4]. - Apple is collaborating with Samsung to launch a new chip-making technology at the Austin facility, which aims to enhance the power and performance of Apple products, including iPhones [5]. - Tesla's CEO confirmed a $16.5 billion semiconductor supply deal with Samsung, further solidifying the company's position in the semiconductor market [6]. Group 3: United Airlines Operations - United Airlines resolved a technical issue that caused over 1,000 flight delays and cancellations across U.S. airports [7]. - The outage was related to a problem with the airline's weight and balance computer system, which began after 6 p.m. ET [8]. - Although the issue was resolved, United Airlines warned of continued residual delays as they worked through the backlog of affected flights [9].