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
- 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.
- 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.
- 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.
- 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.
- 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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