TSMC가 5월 매출 30% 성장을 보고했지만, 잠재적 대만 칩 수출 제한의 압력에 직면하고 있다.

TSMC reported 30% sales growth in May, demonstrating continued demand strength in its chip manufacturing operations. However, the company's stock performance remains under pressure as investors weigh potential consequences from Taiwan's export restrictions on chips destined for China.

The uncertainty stems from potential tightening of Taiwan's controls on AI chip exports, a critical issue for the semiconductor supply chain. TSMC, as the world's leading foundry for advanced chips including AI processors, sits at the center of geopolitical tensions around semiconductor access and technology transfer to China.

For the AI infrastructure buildout, such export restrictions could disrupt supply chains for AI chips and accelerate efforts by other regions and companies to develop alternative manufacturing capacity. The tension between strong underlying demand—reflected in TSMC's growth figures—and regulatory uncertainty creates volatility that will likely shape investment and sourcing decisions across the AI compute ecosystem.