Company
TSMC
- Episodes
- 23
- Share
- 2.5%
- Shows
- 22
- Net sentiment
- +0.74
Up from 2.2% of episodes in the weeks before; net sentiment was +0.57.
Bullish 15Mixed 3Neutral 4Bearish 1
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on TSMC. Longest episodes first.
Bullish 15
- Dominant scale and oversubscribed leading-edge demand, though it leads in scale economics.What will computer chips look like in 2045? · Dwarkesh Podcast · Oct 22
- Demand strong enough to raise outlook, and capex held steady for the year.Meta and Google Rejoin the Frontier, Microsoft's Maia 300, and the AI Credit Scare | The Six Five Pod Ep. 324 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 19
- Conservative management checking data center power and sites suggests real demand and no overbuilding.WFE to the Moon (Still), Semicon West and OCP Insights · The Circuit · Oct 19
- Produces over 90% of advanced chips with superior yields, a dominant position despite geopolitical risk.Will Canada sacrifice democratic Taiwan to China’s communists? · Full Comment · Oct 19
- Sole leading-edge foundry for AI chips, benefiting regardless of which chip designer wins.How To Invest In AI Now With Janus Henderson’s Jonathan Cofsky · Barron's Live · Oct 19
- Major buyer whose ASML machine could pay back in three to five years.ASML – The Machine Behind the Machines · Up Against Reality · Oct 20
Show 9 moreShow fewer
- Sixth consecutive record quarter with profits beating estimates, led by AI demand.NB596: Cisco, NVIDIA Plug New Optical Form Factor; TSMC Etches Another Record Quarter · The Everything Feed - All Packet Pushers Pods · Oct 19
- Major investment in Arizona fabs supports US chip manufacturing expansion.The Quiet Dragon: Why President Xi Came Solo to Face Trump · On The Ground in China · Oct 19
- Sixth straight record profit quarter with a roughly 51% profit margin.Tesla’s flying car, the AI boom’s biggest question & how to survive a market crash · Equity Mates Investing Podcast · Oct 21
- Disciplined, durable moat with gross margins climbing steadily over the decade.The AI Hardware Value Trap: Why 3x Earnings Can Lie | Stock Market · Deep Values · Oct 25
- Manufactures advanced chips for AI leaders; high barriers to entry and strong demand.Strategy Sunday: XRP Moves the Money, TSMC Races to Meet AI Demand & Google Builds Its Own Chips · Strategy Sunday w/Armando Pantoja · Oct 19
- Partnering with memory, assembly and substrate suppliers; ecosystem central to meeting AI demand.Supply Chain Shortages Driven By Growth in the AI Era · 3D InCites Podcast · Oct 19
- Its two-nanometer N2 process is the first commercial one, with strong pricing power.Inside the iPhone 18Pro: What's Driving Performance, AI, and Cost · TechInsights: The Chip-Observer · Oct 20
- Gets paid quickly in cash, high gross margin and more cash than debt.Investor's Corner: Sell the Shovels, Keep the Cash · YPO Technology Network AI Brief · Oct 24
- Revenue beat guidance, with strong margins and demand from high-performance computing.Is the Neocloud Bubble Popping? What TSMC Q3 Tells Us · Chip Stock Investor Podcast · Oct 19
Mixed 3
- Strong revenue and margins, but shares still fell, reflecting sentiment rather than fundamentals.The AI Debt Scare, a Rotation Into Value, and the Year-End Deadline You Can’t Afford to Miss · Money Matters with Dean Greenberg · Oct 19
- Strong earnings growth, but the speaker cut exposure as risk-reward shifted.Hedge Fund Manager David Orr: Investing is 99% Talent · Odds on Open · Oct 22
- Most important chipmaker; its future under a Chinese takeover or blockade is highly uncertain.Taiwan: Will China Make Its Move? | China Considered | Hoover Institution · China Considered · Oct 22
Neutral 4
- Named as a fab customer that could use new materials and benefit from the supply chain push.The Next AI Breakthrough Isn't Chips — It's What They're Made Of (with Shalini Sharma, Ph.D.) · Chip Stock Investor Podcast · Oct 23
- Manufactures both AI accelerators and consumer GPUs, squeezing capacity.Nvidia Accused of Causing the Graphics Card Shortage - Inside Games Roundup · Inside Games News and Podcasts · Oct 24
- Described as a bottleneck for high-end chip production.Episode 107 | The AI Bottlenecks: Memory, Chips, and Power · Market News with Rodney Lake · Oct 22
- Growing Arizona processor fabs cited as part of Apple's American supply.Apple's Latest iPhones Stuffed with America - MOSK: 10.21.2026 · Mac OS Ken · Oct 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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