Overview

• Taiwan Semiconductor reported a net profit of $7.6 billion for Q2, exceeding market expectations.
• Despite strong earnings, TSMC shares fell nearly 2% on Friday and over 6% for the week.
• Geopolitical risks, including comments from Donald Trump and Chinese military threats, have heightened investor concerns.
• The broader market downturn, especially in tech stocks, has also impacted TSMC and other AI chip companies.
• TSMC remains committed to keeping most of its operations in Taiwan while investing $65 billion in U.S. factories.