Taiwan Semiconductor Manufacturing Company Limited (TSM) Cites Limited Control Over AI Chip Exports Amid Huawei Controversy

From Yahoo Finance: 2025-04-26 11:08:00

  1. Reports from the IMF show that AI’s economic gains will surpass rising carbon emissions due to data centers. AI is projected to boost global output by 0.5% annually between 2025-2030, but gains won’t be evenly distributed worldwide.
  2. Despite challenges like higher electricity prices and emissions, the gains from AI are expected to outweigh additional emissions costs. Cumulative global emissions are set to rise by 1.2% between 2025-2030, but greener energy policies could limit it to 1.3 Gt.
  3. The social cost of these emissions is estimated at $50.7-$66.3 billion, smaller than the income gains AI can bring. AI may even reduce carbon emissions by advancing low-carbon tech in power, food, and transport sectors, but governments must play a role in ensuring sustainable AI use.
  4. Taiwan Semiconductor Manufacturing Company Limited (TSM) plays a crucial role in the semiconductor supply chain, limiting its ability to ensure export compliance. Despite its efforts, TSM acknowledged uncertainties in complying with export control regulations.
  5. TSM ranks 5th among AI stocks analysts are discussing. While TSM shows investment potential, other AI stocks may offer higher returns in a shorter time frame. Some AI stocks have gained since 2025 while popular ones dropped by 25%. For a promising, undervalued AI stock, check out the report on the cheapest AI stock.



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