Company
TSMC
- Episodes
- 25
- Share
- 2.4%
- Shows
- 25
- Net sentiment
- +0.55
Up from 2.2% of episodes in the weeks before; net sentiment was +0.58.
Bullish 11Mixed 9Neutral 5Bearish 0
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on TSMC. Longest episodes first.
Bullish 11
- Strong growth and 58% operating margins with ongoing capacity constraints.Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings · Chit Chat Stocks · Oct 17
- Conservative management reports strong demand visibility and long-term capex increases.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- Strongest pricing power as AI capacity is pre-booked and sold out.The ONE Thing That Could Stop the AI Boom And Why He's Still Bullish ｜ EP95｜Alex Lee｜Bonnie Blockchain · Bonnie Blockchain · Oct 17
- Key chip manufacturer whose technology is needed to keep advancing AI hardware.Data Centers Earn, Washington Doesn't · Telltales · Oct 14
- Record revenue and profit beat estimates, though gross margin slipped.AI Jitters Hit TSMC’s Record Quarter & Penske Automotive Goes Private · Brew Markets · Oct 15
- Record quarterly profits and strong AI chip demand, with capacity expansion underway.Is the AI Chip Boom Built to Last? | TSMC CFO on the Industry's Future · Fox Business Rundown · Oct 16
Show 5 moreShow fewer
- Its affiliate VIS is building a fab that will help produce interposers for AI chips.Is Singapore now a key link in AI supply chain? · Tech Latest · Oct 12
- Record 69% jump in third-quarter net profit shows strong fundamentals.S1E63: Higher for longer is testing Asia’s AI trade · The Business Times Podcasts · Oct 16
- Capex jump, guidance beat, and analyst upside targets point to strong AI-driven demand.NYC Invests in Quantum Facility, Nexus Pro+ Unleashes AI Firewall, Discord RAT Victim Data Stolen, Musk Debates China Chip Race, and more... · Tech News Daily · Oct 16
- Record quarterly profits and a raised full-year revenue growth forecast show strong AI demand.CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter · The Rundown · Oct 15
- Seen as a bellwether for the chip industry, with demand for AI chips remaining strong.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
Mixed 9
- Capacity is the key constraint, and its allocation decisions shape rivals' fortunes.Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack · The Circuit · Oct 12
- Large Arizona investment strengthens US chip supply but Taiwan conflict risk remains a major exposure.The PDB Situation Report | October 17th, 2026: Ukraine Is Taking the Fight to Russia's Critical Infrastructure & China's Growing Taiwan Threat · The President's Daily Brief · Oct 17
- Reported record profits yet shares slipped amid the tech selloff.AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 · Squawk Pod · Oct 15
- Record profit and raised growth outlook, but shares dipped amid broader chip selloff.AI debt risks, tech sell-off and inflation 10/15/26 · Morning Call · Oct 15
- Shares touched the fifty day line; its earnings are a key test for the chip sector.Nasdaq, Small Caps Hit On AI Worries, Pesky Inflation: Dell, GILD, THC In Focus · Stock Market Today With IBD · Oct 14
- Semiconductor leader benefiting from AI demand, but crowding has risen to high levels.Tian Yang: The Sovereign AI Race Is Changing the Rules of This Bubble · Financial Sense Newshour · Oct 13
Show 3 moreShow fewer
- Key customer committing to high-NA machines, but its results were pending and watched for demand signals.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
- Revenue grew 35% but Arizona expansion faces delays and helium supply risk.The Desert Fabs That Can't Cool Themselves · The Cassandra Files · Oct 12
- Signed a $2 billion interposer agreement with GlobalFoundries, expanding its advanced packaging reach.HPC News Bytes – 20261012 · @HPCpodcast with Shahin Khan and Doug Black · Oct 12
Neutral 5
- Manufactures the leading-edge chips underpinning US AI advantage.How Technology Is Rewriting the Rules of War · The World Unpacked · Oct 16
- Maia 300 uses TSMC N2P process and chiplet packaging, mentioned as a manufacturing partner.AI Inference Is a Data Movement Problem: Microsoft's Saurabh Dighe on Maia 300 · Semi Doped · Oct 15
- Large customer whose capex and capacity buying drive ASML's order flow.ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle · Chip Stock Investor Podcast · Oct 14
- Upcoming results will show margins and demand for AI chips.US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix · Market Watch · Oct 14
- Named as a partner in the Epic Center research collaboration.Applied Materials’ $5 billion AI lab aims to cut chip development time in hal... · Skyler's Money Matters · Oct 13
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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