Trade tensions deepen Nvidia and TSMC’s strategic grip on AI infrastructure

Trade tensions deepen Nvidia and TSMC’s strategic grip on AI infrastructure

By Monica Chen, Hsinchu
Publication Date: 2026-03-02 08:00:00

As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite mounting geopolitical pressures. For the fiscal year, the company…