➀ TSMC CEO C.C. Wei refuted rumors about establishing a fab in the UAE and stated it doesn't fit the company's strategy due to lack of local clients;
➁ Despite acknowledging potential tariff impacts causing price hikes and demand fluctuations, Wei emphasized AI demand consistently outpaces supply;
➂ TSMC warned U.S. import tariffs could reduce demand for consumer electronics, affecting revenue and threatening its Arizona fab operations.