Tariffs and trade: TSMC's October sales jump as global chip boom rolls on
The chipmaker anticipates capital expenditure from 2026 to 2028 to be substantially higher than in the prior three years as it continues to invest to support customer demand. Its third-quarter operating margin hit 58.7%, exceeding the upper end of its guidance range of 58%.
In this article
On the tariffs and trade front, the chipmaker anticipates capital expenditure from 2026 to 2028 to be substantially higher than in the prior three years as it continues to invest to support customer demand, according to CNBC Top News. Its third-quarter operating margin hit 58.7%, exceeding the upper end of its guidance range of 58%.
Inside the Tariffs and trade story
TSMC shares closed 2.24% higher on Tuesday, alongside broader market price swings in Taiwan. Solid demand for advanced chips aided drive a 61.4% increase in electronic components exports, local media reported, referring to the finance ministry.
Why traders are watching tariffs and trade
Trade policy affects company earnings, supply chains, inflation and the currencies of export-driven economies. Tariff headlines can trigger quick risk-off moves in stocks and commodity-linked currencies.
Changes in trade relations alter the outlook for growth and prices, which feeds into central-bank thinking and currency valuations.
Market reaction and data
Crypto prices at the time of writing, from Binance spot data (2026-11-10 05:45 UTC):
| Asset | Last price (USDT) | 24h change | 24h high | 24h low |
|---|---|---|---|---|
| Bitcoin (BTC) | 74,892.01 | 0.64% | 75,568.18 | 73,750.00 |
| Ethereum (ETH) | 2,127.08 | -0.14% | 2,151.90 | 2,083.10 |
| Cardano (ADA) | 0.1793 | 2.17% | 0.1833 | 0.1714 |
What to watch next for tariffs and trade
Traders will watch for official statements, implementation dates, retaliation from trading partners and the reaction in exporters' currencies and stocks.
Key scheduled releases on the economic calendar:
- USD Core CPI m/m on Tue Nov 10, 13:30 UTC, forecast 0.2%, previous 0.3%
- USD CPI m/m on Tue Nov 10, 13:30 UTC, forecast 0.3%, previous 0.6%
- GBP GDP m/m on Thu Nov 12, 07:00 UTC, forecast 0.0%, previous 0.1%
- USD Core PPI m/m on Fri Nov 13, 13:30 UTC, forecast 0.3%, previous 0.7%
- USD PPI m/m on Fri Nov 13, 13:30 UTC, forecast 0.4%, previous 1.3%
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FAQ
What is the latest tariffs and trade news?
The chipmaker anticipates capital expenditure from 2026 to 2028 to be substantially higher than in the prior three years as it continues to invest to support customer demand.
How do tariffs affect currencies?
Tariffs can weaken the currencies of countries that depend on exports and raise inflation in importing countries, changing interest-rate expectations on both sides.
Where does this information come from?
This report is based on coverage from CNBC Top News, checked against market data where available. It is a summary for information only and not investment advice.
Risk warning: This article is for information only and is not investment advice. Trading forex, CFDs, stocks and crypto carries a high risk of losing money. Prices move fast – check live quotes before you trade.
