This article talks about how some big companies that make computer chips, like Nvidia, AMD, and Taiwan Semi, had a bad week in the stock market. This happened even though they are doing well because of growing interest in artificial intelligence (AI). One reason is that Donald Trump, a former president of the US, said some things about Taiwan, where these companies make many of their chips. This made people worried about the future of these companies, so they sold their stocks, which made the prices go down. Read from source...

- The article starts by stating that AI chip stocks Nvidia, AMD, and Taiwan Semi saw a selloff this week, but does not provide any concrete reasons or evidence for this claim. It seems to imply that there is a causal relationship between the political tensions between the U.S. and China over Taiwan and the stock performance, but fails to establish any clear link or causality.
- The article then mentions Trump's comments questioning the U.S. defense of Taiwan, and how this adds to the political risks for Taiwan Semiconductor. However, it does not consider the possibility that Trump's comments might not have any actual impact on the situation, or that they might be part of a political strategy to gain support from his base or to negotiate with China.
- The article also focuses on the growth projections for the AI chip market, but does not provide any sources or methodology for these projections. It seems to assume that these projections are accurate and reliable, but does not critically examine them or provide any counter-arguments or alternative perspectives.
- The article ends by recommending some ETFs and other investment products that allow investors to gain exposure to the semiconductor sector, but does not provide any analysis or evaluation of these products, or any guidance on how to choose the best ones for a given investor profile or risk tolerance. It seems to simply promote these products as a way to make money from the expected growth of the AI chip market, without considering the potential risks or drawbacks.

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bearish
Article's key points:
- TSM shares fell despite strong Q2 profits and AI demand boost
- Trump questioned US defense of Taiwan, adding to TSM's political risks
- AI chip stocks led by Nvidia and AMD saw a selloff
- AI chip market projected to grow but China's threats and military exercises raise uncertainty

Summary:
The article discusses the recent selloff in AI chip stocks, especially TSM, Nvidia, and AMD, due to political risks and uncertainty caused by Trump's comments on Taiwan defense and China's military actions. Despite strong Q2 profits and growing AI demand, the market is bearish on these stocks as the geopolitical situation in the region remains tense.

AI chip stocks have been experiencing a selloff this week, with Nvidia, AMD, and Taiwan Semi seeing significant declines. The main driver behind this selloff is the political uncertainty surrounding Taiwan Semiconductor, which holds a 90% market share in AI server production and is irreplaceable in the global supply chain. The former President Donald Trump's questioning of the U.S. defense obligation to Taiwan has added to the political risks for Taiwan Semiconductor and other Taiwanese companies. China has also intensified its threats and military exercises around the island, which has further increased the uncertainty.

The AI chip market is expected to grow rapidly, reaching $90 billion in 2025, as interest in AI applications continues to grow. However, the political risks associated with Taiwan Semiconductor and the AI chip stocks dependent on it could potentially hamper the growth and profitability of these companies. Investors should be cautious and closely monitor the political developments and their impact on the AI chip stocks.