TSMC says U.S. chip curbs on China are manageable amid AI demand

Taiwan Semiconductor Manufacturing Co. said U.S. restrictions on advanced chip sales to China remain manageable, even as Washington keeps tightening rules on sensitive technology exports. Chairman C.C. Wei said the company is still navigating the policy environment without major disruption.

Wei also pointed to strong demand from artificial intelligence customers, including Nvidia, underscoring how the global AI boom continues to support the chipmaker’s business. That demand has helped offset some of the uncertainty created by worsening U.S.-China technology tensions.

The comments come at a time when semiconductor firms are trying to balance rapid growth in AI hardware with escalating geopolitical pressure. For TSMC, the key challenge is maintaining access to major markets while complying with export controls that are reshaping the industry.

The company remains one of the most important suppliers in the global chip supply chain, making its outlook closely watched by investors, tech firms, and governments alike. TSMC’s latest remarks suggest it sees the current restrictions as a constraint, but not a severe threat to its core business.