Stock Pulse
TSMC announced a $100 billion expansion in US semiconductor production, including three fabrication plants, two packaging facilities, and an R&D center [1], [9], [10]. This investment aims to meet robust demand, especially for AI-related chips, and potentially mitigate US tariff risks [3], [5], [9], [10]. February 2025 revenue showed strong year-over-year growth (43.1%) despite a slight dip from January [1], [11]. Ken Fisher holds a significant stake in TSM, further bolstering positive sentiment [1]. While potential disruptions from US tariffs on Taiwanese imports remain a concern, analysts maintain a bullish outlook, citing TSM's technological leadership and strong market position as key advantages [1], [3]. There is also speculation about a potential joint venture with Intel, though details remain uncertain [6].