On a more positive note, TSMC is currently not affected by the trade tensions, as it has managed to navigate the geopolitical landscape effectively. If TSMC publishes strong earnings, it could serve as a crucial catalyst for the semiconductor sector, boosting confidence among investors. Positive results from TSMC may signal robust demand for chips and reassure the market about the industry's resilience amid ongoing challenges. Overall, while ASML's situation is concerning, TSMC's performance could play a pivotal role in shaping market sentiment for the semiconductor industry.
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