TSMC Shrugs Off Shrinking Chinese Market Share

Fears of an AI bubble may be pervasive, but TSMC’s “No China? No Problem” attitude provides a strong counterargument. In its blockbuster earnings call on Thursday, the world’s premier chip fab argued that there’s more than enough demand for AI-powering chips around the world to offset the potential loss of clients in the increasingly cordoned-off Chinese market. In fact, demand for the company’s chip-making expertise has been so strong that it raised its 2025 outlook for the second quarter in a row. SUBSC ...