Taiwan Semiconductor Manufacturing (TSM) expects AI revenue to double in 2025 despite tariff uncertainty
Recently I published the list 10 AI stocks are surged in the news today. In this article, we look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) represents against other AI stocks that are surged in today’s news.
In its latest effort to stop China from moving forward in the AI race, the Trump administration reports that China’s Deepshek is considering penalties that would prevent the purchase of US technology. New York Times. It has also been reported that the administration is currently discussing access to American services. Deepseek, a Chinese startup that shook Wall Street with cheaper and more efficient AI models months ago, has taken firm steps to help the US improve control and scrutinize its technology investments.
A key focus of US export controls is Nvidia, which used chips to build DeepSeek’s AI model. Although the US had strict export controls, AI startups were able to get thousands of GPUs, raising concerns about the effectiveness of the above controls. As a result, US officials are now aiming to prevent the most sophisticated chips from being sold to China, in order to prevent them from gaining a lead in AI races.
Read Now: 12 AI stocks on Wall Street radar and Don’t miss out on 10 AI stocks right now
The U.S. House Selection Committee on China said, “Despite U.S. export restrictions, we have sent an official letter to Nvidia asking for a response to sales to China and Southeast Asia to find out whether and how the chip will power Deepseek’s AI model.”
As the government tightens its export rules to China, AI chip makers have revealed how they will face a cost of $5.5 billion (£4.2 billion). The company currently requires a license to export H20 AI chips to China. This is one of the most popular chips.
“The (government) has shown that the licensing requirements address risks that could be used or repurposed on Chinese supercomputers.”
The company also said federal officials advised them that the licensing requirements “will be effective for an indefinite future.”
According to Marc Einstein of Counterpoint Research Consultancy, the $5.5 billion hit is in line with estimates.
“As we’ve seen in the last few days and weeks, this could be primarily a negotiation tactic. I wouldn’t be surprised to see some exemptions and changes that have been made to tariff policy in the near future.”
In this article, we selected AI stocks by conducting news articles, stock analysis and press releases. These stocks are also popular among hedge funds. Hedge Fund data was in the fourth quarter of 2024.
