Taiwan Semiconductor Just Threw Cold Water on Tariff Concerns

Tariff effects are still front and center in many investors' minds. As we approach Aug. 1, the date when many reciprocal tariffs take effect, the entire economic landscape could shift. Although deals are being announced, many questions remain regarding their impact.However, there is one company that stands out by saying it hasn't seen any effect: Taiwan Semiconductor (NYSE: TSM). Taiwan Semiconductor's CEO C.C. Wei stated on its Q2 conference call that they "have not seen any change in our customers' behavior so far" regarding tariffs. This is a significant development for TSMC, but does it suggest that the rest of the market is overreacting to tariffs?Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool