Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis to evaluate the impact on TSMC with more precision. This follows our recent deep dives on the impact on Nvidia, Broadcom, AMD/Intel, and Semicap. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk. Please see the link below for more details.
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis to evaluate the impact on semicap equipment with more precision. This follows our recent deep dives on the impact on Nvidia, Broadcom, and AMD/Intel. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk.
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