Nvidia Stock Falls. TSMC Could Make Its Blackwell AI Chips In U.S. Amid Trump Tariff Fears.
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Nvidia's stock is experiencing a decline amid reports that its Blackwell AI chips, currently produced in Taiwan, might be manufactured in the U.S. due to concerns over Trump-era tariffs. This shift could involve Taiwan Semiconductor Manufacturing Company (TSMC).
December 06, 2024 | 1:45 pm
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Nvidia's stock is falling due to potential changes in the production location of its Blackwell AI chips from Taiwan to the U.S., driven by tariff concerns.
The potential shift in production location for Nvidia's Blackwell AI chips due to tariff concerns is causing uncertainty, leading to a decline in stock price. This change could impact production costs and supply chain logistics.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEUTRAL IMPACT
TSMC might be involved in producing Nvidia's Blackwell AI chips in the U.S. due to tariff concerns, which could affect its operations and partnerships.
TSMC's potential involvement in producing Nvidia's chips in the U.S. could affect its operational strategy and partnerships, but the direct impact on its stock price is uncertain.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70