TSMC’s role in the global AI and geopolitical order – a Full Report

April 23, 2025 AI Curator

AI Supremacy

Why I’m calling TSMC the most important tech company in the world for the future of AI. Severe trade tariffs but TSMC’s role in the future of AI in the spotlight.

As the U.S. vs. China trade war escalates the true “picks and shovels” company for AI Supremacy isn’t Nvidia, it’s TSMC. Taiwan Semiconductor Manufacturing Company (TSMC) has committed a total investment of approximately $165 billion in the United States complicating the geopolitical future in the era of reciprocal trade tariff uncertainty.

TSMC is the most important tech company in the world in 2025.

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