From Yahoo Finance: 2025-04-16 15:12:00

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a key player in the AI stocks market. Trump’s tariffs could benefit China in the AI race. The US-China trade war may lead allies to turn to China for technological needs, potentially impacting the global market.

President Xi Jinping of China is strengthening ties with Vietnam on trade and supply chains amidst the trade war with the US. China faces high US tariffs, while Vietnam negotiates lower tariffs. Xi also emphasizes cooperation on AI and green economy with Vietnam.

Hedge funds favor AI stocks for potential market outperformance. TSM is set to address AI demand, tariffs, and potential Intel partnership. Morgan Stanley expects TSM to maintain revenue growth and double CoWoS capacity by 2025. TSM ranks 5th on the list of AI stocks to watch.

For more insights on AI stocks and hedge fund strategies, check out our reports on the best AI stocks to buy and billionaire-approved investments. No disclosures. Visit Insider Monkey for more information.



Read more at Yahoo Finance: Taiwan Semiconductor (TSM) Set to Address AI Demand and Intel JV at Key Event