Company
TSMC
- Episodes
- 26
- Share
- 2.6%
- Shows
- 26
- Net sentiment
- +0.44
Up from 1.9% of episodes in the weeks before; net sentiment was +0.67.
Bullish 8Mixed 7Neutral 10Bearish 1
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on TSMC. Longest episodes first.
Bullish 8
- Trading at all-time highs and seen as the cornerstone of AI chip supply.Breaking Down Harvard's Stock Portfolio — The Good, the Bad & the Ugly! – 10/05/26 · TraderMerlin · Oct 6
- Expanded Arizona investment to $265 billion, described as largest US foreign direct investment.What’s the goal of the military-style workouts that left an ASU hockey player on life support? · KJZZ's The Show · Oct 5
- Revenue up about 51% year over year with strong profitability and pricing power.New Price Targets: Latest OpenAI, TSMC, HOST, DRK, GLXY, MARA, HIVE, IREN, WULF & RIOT News! · Power Analysis · Oct 10
- Key supply chain player with strong demand and disciplined, conservative investment planning.Emerging Markets: Is AI Compute Demand Durable? | EP 229 · Art of Boring · Oct 5
- Record monthly sales and over 50% growth confirm strong AI-driven demand.PepsiCo Modera Expectativas, TSMC Confirma Demanda y Samsung Factura Récord · Market Insights · Oct 8
- Revenue projected up 40%, but pullback ahead of earnings and capex outlook are key watch items.AI Chips And Big Bank Earnings Preview: TSM, ASML, JPMorgan, BofA And More · Earnings Cheat Sheet With IBD · Oct 9
Show 2 moreShow fewer
- Record Q3 revenue of $46.7B, up 50% year over year, beat estimates.108 Wealth Weekly Market Wrap – 10 Oct 2026 · Weekly Markets Brief from 108 Wealth · Oct 10
- Record third quarter revenue, up 50% year on year, driven by AI chip demand.Market Watch (08/10): Dollar strength, tech pressure and Asia's AI bet #SGToday · CNA938 Rewind · Oct 8
Mixed 7
- Produces most leading-edge chips, making it strategically vital but exposed to Taiwan risk.E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company · How I Invest with David Weisburd · Oct 7
- Mentioned as a chip supplier whose potential capture by China would threaten global supply.TLPP: Exposing the Chinese Communist Party w/ David Zhang · Lions of Liberty Network · Oct 6
- Strong sales surge from AI demand, yet shares fell on the day.Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26 · CNBC's "Fast Money" · Oct 8
- Revenue beat estimates and grew 50%, but shares still slipped on the news.Rising yields, AI momentum and media industry challenges 10/8/26 · Morning Call · Oct 8
- Reportedly joining TeraFab, gaining a piece of a major chip project.Starship to Orbit, TSMC in Terafab?, AI progres · SpaceX Bagholder Podcast · Oct 6
- Reported talks with Musk on TerraFab could be a competitive threat to Intel.FanDuel’s Losing Streak & Beer Bounces Back · Brew Markets · Oct 7
Neutral 10
- Cited as an analogy for a materials foundry model separating design from fabrication.Synthesis Superintelligence: from Semiconductors to Superconductors — Periodic Labs’ Liam Fedus and Ekin Dogus Cubuk · Latent Space: The AI Engineer Podcast · Oct 8
- Hosts argue it stays conservative on financing and lacks end-demand visibility.Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook · The Circuit · Oct 5
- Named as AMD's leading manufacturing partner after a strategic switch.Lisa Su: The Personal Mission Driving the Next Era of AI · A Bit Personal with Jodi Shelton · Oct 5
- Mentioned only as the reason Taiwan's representative office in Arizona matters.China’s Global Strategy — Winning over the Global South, Targeting Taiwan · China In Context · Oct 7
- Produces most advanced AI chips; geopolitical risk and US fab plans complicate its position.Systems Rewritten: AI · The Next Five · Oct 6
- Foundry used for taping out the ASIC via shuttle runs, described only operationally.#52 - Building A Brain ASIC With A Team Of Three, Robot Fleets, and Breaking Into Deep Tech with Jeff Ciesielski of LeafLabs · Passion Play Profit · Oct 8
Show 4 moreShow fewer
- Invested in Mapper and used its tools for feedback, but Mapper ultimately failed.ASML’s New Multibeam Inspection Tool is Familiar · Asianometry · Oct 11
- Foundry whose manufacturing constraints drive the physics design problems Vinci solves.Drill Down Insider #24: Vinci CEO Hardik Kabaria · The Drill Down · Oct 9
- VP LC Liu delivers the opening session keynote on AI-scaled leadership silicon.Podcast EP372: An Overview of Some Important New Sessions at Semicon West with Julie Rogers · SemiWiki.com · Oct 7
- Could sublease a portion of the TerraFab facility, per Musk, but not run it.Intel Fell on TSMC Fears — Then Musk Stepped In | Where I'd Buy It | Midweek Check-In · Stonkcast · Oct 8
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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