Tsmc: Tariff Discussions Are Between Countries, We Do Not Get Involved

April 17 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd 2330.TW:

• TSMC: STILL NEED TO BUILD A LOT OF CAPACITY TO MEET COWOS DEMAND

• TSMC: FOR 2026 HEALTHY MOMENTUM FOR COWOS WILL CONTINUE

• TSMC: COWOS SUPPLY/DEMAND WILL BE MORE BALANACED IN 2026

• TSMC: WE ARE EXPANDING IN ARIZONA IS BECAUSE OF OUR CUSTOMERS REQUESTS

• TSMC: VERY STRONG AI DEMAND FROM US CUSTOMERS LIKE APPLE, NEED TO EXPAND CAPACITY IN US

• TSMC: EXPECT 2NM CAPACITY AROUND 30% WILL BE IN ARIZONA

• TSMC: WE ARE MINDFUL OF POTENTIAL IMPACT FROM ALL TARIFF ANNOUNCEMENTS

• TSMC: WE ARE STICKING TO OUR FORECASTS, EVEN WITH TARIFFS

• TSMC: NOT SLOWING DOWN JAPAN AND EUROPE FAB PLANS

• TSMC: TARIFF DISCUSSIONS ARE BETWEEN COUNTRIES, WE DO NOT GET INVOLVED

• TSMC: TARIFF DECISIONS ARE GOVERNMENT DECISION, WE FULLY RESPECT THIS, BUT WE DO NOT GET INVOLVED

• TSMC: 2Q GROWTH DRIVEN BY HPC, 3NM AND 5NM DEMAND

• TSMC: IF ANYONE GETS A SUBSIDY OR OTHER INCENTIVE, EVERYONE SHOULD GET IT

• TSMC: WE NEED AROUND 1,000 ENGINEERS IN OUR R AND D CENTRE IN ARIZONA

• TSMC: CUSTOMER DEMAND IS STRONG FOR OUR ARIZONA FABS

• TSMC: OTHER THAN CHINA, DEMAND STILL VERY STRONG, ESPECIALLY IN US

• TSMC: 2NM WILL BE A MAJOR NODE IN ARIZONA

• TSMC: TOO EARLY TO TALK ABOUT H2 OUTLOOK

• TSMC: JAPAN FAB CAPACITY WILL BE 40K WHEN RAMPED UP

• TSMC: REVENUE FROM JAPAN FAB NOT SIGNIFICANT FOR US AT THE MOMENT

• TSMC EARNINGS CALL CONCLUDES

Source text: [ID:]