Mideast Conflict's Impact on TSMC Should Be Manageable -- Market Talk

Dow Jones03-11

0205 GMT - The impact of the Middle East conflict on TSMC should be manageable, Bernstein analysts say in a research note. TSMC's operations haven't been disrupted so far, the analysts say after a meeting with a senior TSMC executive. TSMC has good margins to absorb the incremental cost from higher energy prices and the ability to pass on higher costs to customers, they say. "Even in the extreme cases in which supply turns difficult in Taiwan, we believe TSMC will enjoy a priority access to energy," they say. TSMC has also been enhancing its supply-chain resilience with multiple resources for key supplies such as gas and chemicals, they add. Shares are last 2.4% higher at NT$1,895.00. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

March 10, 2026 22:05 ET (02:05 GMT)

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