TSMC Q4 Chip Shipments Up 18%, US Weighs Trump-Era Tariff Relief
TSMC’s Q4 chip shipments climbed 18% year-over-year, lifting revenues to NT$590 billion. The US government signaled potential rollbacks of Trump-era semiconductor tariffs, which could enhance TSMC’s competitiveness in key markets.
1. Q4 Sales Performance
TSMC reported chip shipments rose 18% year-over-year in Q4, pushing revenue to NT$590 billion, led by strong demand in high-performance computing and automotive segments.
2. Tariff Relief Prospects
The US administration is reviewing Trump-era semiconductor tariffs, with potential rollbacks or extensions of exemptions that could reduce export costs and boost TSMC’s order flow in North America.
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