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Morgan Stanley: The impact of the new Taiwan dollar appreciation is limited, maintaining a "Shareholding" rating for Taiwan Semiconductor (TSM.US).
Morgan Stanley stated that the recent significant appreciation of the New Taiwan Dollar may have limited negative impact on Taiwan Semiconductor, maintaining a "Shareholding" rating with a Target Price of 1288 New Taiwan Dollars.
Trump Plans to Rescind Biden-Era AI Chip Curbs
Trump wants to amend AI Chip export controls? The U.S. Department of Commerce: Simplifying the 'Biden rules' is beneficial for innovation!
① A spokesperson for the USA Department of Commerce stated that President Trump plans to lift the restrictions on the export of advanced AI Chips instituted during the Biden administration, claiming that Biden's rules are overly complex and will hinder innovation in the USA; ② In January of this year, Biden released the "AI Diffusion Export Control Framework," establishing a "three-tier licensing system" for AI Chips, which limits the amount of advanced AI Chips accessible to various countries and regions.
Chip Stocks Rise As Trump Reportedly Plans To Roll Back Biden-Era AI Export Curbs
Apple Shares Fall Amid Broader Tech Shifts And Supplier Developments: What's Going On?
Express News | 'Trump To Rescind Global Chip Curbs Amid AI Restrictions Debate' - Bloomberg Law