TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history.
GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning.
Stocks Mentioned:
Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330)
Chapters:
00:00 TSMC: Opportunity or Warning?
01:14 Why TSMC Dominates Chips
05:41 Can AI Spending Continue?
10:30 TSMC’s Biggest Risks
15:48 What Changes Their Minds?
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Buy or Sell is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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