TSMC’s earnings call is scheduled for April 16, and one of the key factors the industry is watching is the potential consequence of supply chain disruptions, amid the Middle East crisis. Taiwan’s Reliance on LNG Imports From the Middle East Has Turned Out To Be a Costly Bet, One That Could Influence TSMC On a Larger Scale The AI industry is centered on TSMC’s semiconductor services, with not just entities such as NVIDIA, AMD, and Intel, but also hyperscalers and ASIC manufacturers. It won’t be wrong to say that a disruption in TSMC’s production lines could affect the supply chain […]
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