TSMC, CATL to Offer Supply Chain Clues: Asia Earnings Week Ahead

Taiwan Semiconductor Manufacturing Co.’s and Contemporary Amperex Technology Co. Ltd.’s earnings outlook might offer clues on global supply chain disruptions as US President Donald Trump’s tariff moves roil global markets.

TSMC’s long-term outlook remains closely watched after Trump pledged to unveil details on semiconductor tariff rates in the coming week, after a reprieve just days earlier. Meanwhile, the firm’s first-quarter sales grew at their fastest pace since 2022, while a 32% tariff on Taiwan is subject to a 90-day pause for now.

Read more: Trump’s Trade War and the Economic Impact: Tariff Tracker

Trump has not loosened ...