SMCI TSMC April Sales Surge After US Tariffs Spur Device Rush Orders
Taiwan Semiconductor Manufacturing Co.'s revenue jumped 48% in April, driven by electronics firms' efforts to acquire essential components before global tariffs took effect.
Despite the Trump administration's trade war, TSMC has reported resilient demand, including for high-end Nvidia chips critical to developing artificial intelligence.
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SMCI Trump Team Seeks Tariff Cuts, Rare Earths Relief in China Talks
The Trump administration is weighing a dramatic tariff reduction during weekend talks with China to de-escalate tensions and temper the economic pain both are already starting to feel.
People familiar with preparations for the talks, which are due to begin in Geneva on Saturday led by US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng, say the US side has set a target of reducing tariffs below 60% as a first step that they feel China may be prepared to match. Progress in two days of scheduled discussions could see those cuts being implemented as soon as next week, they said.
SMCI Takeaways from CNBC Interview with Lutnick on Semiconductors:
“We are going to treat our allies incredibly well; they can buy our chips but they have to use them in a data center that is operated by an approved American Data Center Operator, someone we trust, and one that is connected to an approved cloud provider... we will let all these countries buy our chips with the focus being on AI firepower being domestic (50% rule) and to the benefit of US.”
This statement underscores a clear strategic direction: control over AI infrastructure will remain tightly anchored in the U.S., even as allies gain access to advanced chips.
As I’ve said before, the path forward may be volatile, but the long-term trajectory favors U.S. semiconductor and infrastructure players. Stay focused — the bigger picture remains intact.
SMCI TSMC April Sales Surge After US Tariffs Spur Device Rush Orders
