TSMC & China
25 shared events · Importance 5 · Last updated May 17, 2026
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International
TSMC: TSMC, Taiwan's leading chipmaker, has committed a significant investment in Arizona, but Donald Trump's call for the entire microchip sector to move to the United States creates uncertainty for its future operations in Taiwan.
China: China views Taiwan as a breakaway province and has reacted strongly to U.S. arms sales, staging live fire drills. China's President Xi Jinping has warned Donald Trump of potential 'clashes and even conflicts' over the issue of Taiwan.
May 16, 2026 · 10 articles
Regulatory
TSMC: TSMC benefits from the exemption of semiconductor manufacturing machines from tariffs, supporting its investments in the United States.
China: China is a primary target of the reciprocal tariffs, though some of its exports to the United States are now exempted.
Apr 12, 2025 · 6 articles
Business
TSMC: TSMC (TSMC) is Apple Inc.'s longtime and primary chip manufacturer. Apple Inc.'s exploration of other suppliers could potentially reduce TSMC's future orders, although TSMC remains a critical partner.
China: China's claim over Taiwan poses geopolitical risks that contribute to Apple Inc.'s concerns about relying heavily on chip production in Taiwan.
May 05, 2026 · 6 articles
International
TSMC: TSMC reported a record first-quarter net profit of US$18 billion, indicating strong demand for artificial intelligence.
China: China, as Iran's main oil buyer, has expressed concern over the US blockade and called for the conflict to be resolved through political and diplomatic channels.
Apr 08, 2026 · 702 articles
Business
TSMC: TSMC is the leading producer of AI processors, which are crucial for Apple Inc.'s iPhone production. Limited supply from TSMC has hampered Apple's ability to capitalize on strong demand.
China: Apple Inc. still relies significantly on Chinese production for its supply chain, a factor John Ternus will need to manage.
Apr 20, 2026 · 108 articles
Business
TSMC: TSMC facilities in Arizona will produce Nvidia's Blackwell chips, playing a crucial role in Nvidia's domestic manufacturing strategy. TSMC also received funding from the CHIPS Act.
Apr 14, 2025 · 7 articles
Business
TSMC: TSMC's advanced Chip-on-Wafer-on-Substrate (CoWoS) packaging technology will not be used for Nvidia's new China-specific chip, indicating a simpler manufacturing process due to restrictions.
May 24, 2025 · 6 articles
Domestic
TSMC: TSMC>>> is referenced as a rival that has surpassed Intel>>> in manufacturing edge, providing context to Intel>>>'s challenges but not directly participating in the event.
Aug 07, 2025 · 7 articles
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