TSMC: Buy Case Remains Strong Despite DeepSeek Risks
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TSMC's stock has been declining due to tariffs and demand fears linked to DeepSeek. However, February's revenue update suggests Q1 sales might exceed expectations, supporting a strong investment case despite risks.
March 10, 2025 | 1:15 pm
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TSMC's stock has been declining due to tariffs and demand fears linked to DeepSeek. February's revenue update suggests Q1 sales might exceed expectations, supporting a strong investment case despite risks.
TSMC's stock has been negatively impacted by tariffs and demand concerns related to DeepSeek. However, the recent revenue update for February indicates that Q1 sales could surpass the revised guidance, suggesting potential upside. This supports a positive short-term outlook for TSMC's stock.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100