Company
TSMC
- Episodes
- 20
- Share
- 1.9%
- Shows
- 20
- Net sentiment
- +0.50
Down from 2.0% of episodes in the weeks before; net sentiment was +0.80.
Bullish 7Mixed 4Neutral 8Bearish 1
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on TSMC. Longest episodes first.
Bullish 7
- Expected to expand wafer output to capture value in memory-hungry racks.Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU · TechSurge: Deep Tech Podcast · Sep 29
- Commonly picked in listener five-stock lists as a long-term winner.225. September 2026 Mailbag · Investing Unscripted · Sep 30
- Dominant foundry with customer-centric R&D and an unmatched technology lead.How Taiwan Built the World’s Chip Powerhouse · Taiwan Frontlines: Taiwan in the Global Arena · Oct 1
- Critical manufacturer of chips needed for AI buildout.Is AI an opportunity or a threat? · MoneyWeek Talks · Sep 30
- Picks-and-shovels supplier with strong expected profits from AI chip demand.Kevin Carter says China is now favored to win the AI race outright — and he built two ETFs around that bet · Crypto Coin Show · Sep 28
- Reportedly planning a large US investment, with supply chain partners following.Taiwan tech news 2026/09/26-10/02 (+Taiwan's new main battle tank) · Taiwan Tech Update · Oct 3
Mixed 4
- Semiconductor manufacturing could move to the US under reunification, but a Taiwan conflict is a risk.Professor Jiang: "China Is Missing 50 Million Girls" · Danny Jones Best of · Oct 3
- Committed to high-NA adoption by 2030 but cost concerns remain.EUV Photomasks Are Getting Bigger · Asianometry · Oct 1
- Manufactures advanced chips for hyperscalers, but Taiwan geopolitical exposure is a risk.Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading · In Good Company with Nicolai Tangen · Oct 2
- Strong numbers and outlook, but investors question whether growth was already priced in.Three questions for the Week Ahead! · 🇬🇧 Stay ahead of the markets with Swissquote · Sep 28
Neutral 8
- Mentioned as Morris Chang's company and as NVIDIA's largest manufacturing customer relationship.Jensen Huang: Founder and CEO of NVIDIA · A Bit Personal with Jodi Shelton · Oct 4
- Mentioned as a large contributor of tax revenue driving Taiwan's economy.Contentious legislative proposals · Taiwan This Week · Oct 2
- Fabricates the chips discussed, with fab cycle times setting a hard pace for new designs.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors · Oct 2
- Foundry partner whose fab cycle times constrain chip delivery.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors: Artificial Intelligence | Technology | Startups · Oct 2
- Invests in silicon photonics front-end wafers but does not make final optical chips.The $10T AI Buildout Has a Photonics Problem · Sourcery · Sep 30
- Became AMD's manufacturing partner after AMD exited its own fabrication.How Lisa Su Turned a Dying AMD Into a $1 Trillion Giant | China Insights · China Insights · Oct 1
Show 2 moreShow fewer
- Manufactures AMD's chips under an outsourced model that keeps capital spending light.Episode 104 | Can AMD Gain Ground on Nvidia? · Market News with Rodney Lake · Oct 1
- Partners with Siemens on AI-driven design and advanced packaging workflows.Bank of America gets serious about IonQ’s Quantum Computing, CaretEDA goes the Agentic AI route at Semicon India 2026, Apple’s Tim Cook to receive the Robert Noyce Award, Siemens and TSMC leverage AI together, and LatticeSpec’s Synthetic Diamonds shi · Silicon Bridge · Oct 3
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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