Company
TSMC
- Episodes
- 21
- Share
- 2.0%
- Shows
- 20
- Net sentiment
- +0.80
Bullish 13Mixed 1Neutral 6Bearish 1
The episodes that named it
Why each one was bullish, bearish or in between on TSMC. Longest episodes first.
Bullish 13
- Regarded as the best chip manufacturer, a key bottleneck in the AI supply chain.Sebastian Mallaby on Artificial Intelligence, Railroads, and Transformative Changes · Backtest · Sep 25
- Demand exceeds supply through 2028 with pricing tailwinds and strong historical earnings.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
- Key foundry partner and investor enabling volume production of photonics-integrated packages.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
- Key foundry partner for the COUPE process and an investor in Ayar Labs.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
- Makes almost all advanced semiconductors and is a central beneficiary of AI demand.The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers · The Emerging Markets Podcast by Tellimer · Sep 25
- Manufactures chips designed by French startup Cyperl.How France and Taiwan Became Interdependent, From Industrial Gases to Chip Design【Taiwanology Ep.65】 · Taiwanology · Sep 22
Show 7 moreShow fewer
- Makes chips for nearly all major designers, central to the AI hardware layer.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
- Host of the OIP ecosystem, driving AI-era advanced node, packaging and design enablement initiatives.Podcast EP368: An Overview of TSMC Open Innovation Platform (OIP) event with Aveek Sarkar · SemiWiki.com · Sep 23
- Taiwan tech news 2026/09/19-09/25 (+Taiwan-India tech cooperation) · Taiwan Tech Update · Sep 26
- Ho presents TSMC's trust-based model and heavy investment as sources of long-term competitive strength.Ep. 47 Former TSMC CFO Lora Ho on Trust, Culture, and Leadership in the AI Era · Perspectives with Wenchi Yu · Sep 21
- Described as producing most of the world's advanced chips, a central pillar of the industry.How Taiwan Became the Republic of Chips · Perspectives with Neilo: Because Freedom and Democracy are worth Defending · Sep 23
- Plans to use high-NA EUV in volume from 2030 and drives the industry shift to larger masks.TSMC, ASML, and High NA EUV · Supply Chained · Sep 21
- Shares rose 0.4% as Taiwan's benchmark hit a record intraday high.A new Muse inspires equity markets · Moving Markets · Sep 22
Neutral 6
- Mentioned in connection with Arizona fabs and chip supply disruptions.President Xi coming to the White House · On The Ground in China · Sep 21
- Taiwanese chip foundry described as a trillion-dollar supplier to the frontier.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in Science, Technology, and Society · Sep 24
- Mentioned as a chokepoint in semiconductor supply tied to Taiwan risk.AI Safety Doomerism: Is Dario Amodei Right to Fear the Future of AI? · Business Bubble · Sep 24
- Described as a chokehold chip supplier in Taiwan, central to US supply-chain risk.Navigating the New Global Order: Rebeccah Heinrichs, Senior Fellow at Hudson Institute · The Reboot Chronicles with Dean DeBiase · Sep 23
- Named as a leader in A16 and A14 process and certified design flows, described factually.The Silicon Frontier: Five Human Skills Powering America’s Next Industrial Horizon · Semiconductor Engineering Daily A Workforce Development B2B podcast · Sep 24
- Mentioned as the foundry that fabless chip designers rely on for manufacturing.The Big 3: AMD, INTC, ARM · Schwab Network · Sep 21
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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