Taiwan Semiconductor Manufacturing Company Ltd. (TSM) has been a topic of discussion on Reddit forums, with users focusing on the broader implications of U.S. policies on semiconductor manufacturing. A significant thread on r/hardware delves into the impact of U.S. export controls on China's chipmaking capabilities, with users debating the effectiveness of these measures. One user commented, "The bans if anything, seemed to accelerate the developments of Chinese domestic chips and technology for the long term," highlighting a sentiment that restrictions might inadvertently boost China's tech advancements. Another user pointed out, "China stole the N7 process from TSMC, reverse engineered it," suggesting that despite restrictions, China is making strides in semiconductor technology.
The discussions also touched on the potential long-term effects of these policies on companies like TSMC. A user noted, "Older nodes are still earning large amounts of profit for ASML, TSMC," indicating that while cutting-edge technology is crucial, existing technologies continue to be profitable. The conversation reflects a broader concern about how geopolitical tensions might affect TSMC's market position and innovation capabilities. Another user expressed skepticism about the U.S. strategy, stating, "The point is not to stop China from getting any chips or even to prevent them from developing their own," suggesting that the current approach might not effectively curb China's technological progress.
As of the latest update, Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is trading at $199.38, reflecting a 1.1% increase from the previous close.