Taiwan Semiconductor Manufacturing (TSM) Staring at Chips Production Disruption Amid Iran War

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) reported a net revenue of NT$317.66 billion in February, a 22.2% increase year-over-year, but a 20.8% decrease from January. The company consumes 9% to 10% of Taiwan's total power, which is under pressure due to liquefied natural gas supply issues, potentially impacting its chip production. TSM manufactures 90% of the advanced chips needed for AI applications.