Taiwan Semiconductor Manufacturing Company Limited (TSMC)
OrganizationHeard in 83 episodes across 24 shows since May 2024
Taiwan Semiconductor Manufacturing Company (TSMC) is a Taiwanese multinational semiconductor contract manufacturing and design company. It is the world's largest dedicated independent ("pure play") semiconductor foundry and one of the world's most valuable technology companies.
Episodes
This week
Share of the conversation
Expert statements
Share of the conversation
Mentions of Taiwan Semiconductor Manufacturing Company Limited (TSMC) per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
Show the data
| Day | Share (7-day) | Mentions |
|---|---|---|
| Aug 17 | 0.25‰ | 1 |
| Aug 18 | 0.22‰ | 1 |
| Aug 19 | 0.24‰ | 1 |
| Aug 24 | 0.11‰ | 1 |
| Aug 25 | 0.10‰ | 1 |
| Aug 27 | 0.10‰ | 1 |
| Aug 28 | 0.17‰ | 2 |
| Aug 29 | 0.23‰ | 2 |
| Aug 31 | 0.29‰ | 3 |
| Sep 1 | 0.29‰ | 1 |
| Sep 2 | 0.32‰ | 1 |
| Sep 3 | 0.30‰ | 1 |
| Sep 8 | 0.11‰ | 1 |
| Sep 10 | 0.11‰ | 2 |
| Sep 11 | 0.17‰ | 2 |
| Sep 12 | 0.20‰ | 1 |
| Sep 14 | 0.24‰ | 2 |
| Sep 18 | 0.11‰ | 1 |
| Sep 22 | 0.16‰ | 5 |
| Sep 23 | 0.19‰ | 1 |
| Sep 24 | 0.25‰ | 2 |
| Sep 25 | 0.29‰ | 3 |
| Sep 27 | 0.32‰ | 1 |
| Sep 29 | 0.24‰ | 2 |
| Sep 30 | 0.29‰ | 3 |
| Oct 2 | 0.19‰ | 1 |
| Oct 4 | 0.19‰ | 1 |
| Oct 5 | 0.33‰ | 5 |
| Oct 6 | 0.30‰ | 1 |
| Oct 7 | 0.41‰ | 7 |
What experts have said about Taiwan Semiconductor Manufacturing Company Limited (TSMC)
20 statements · 13 positive · 5 negative · 1 mixed · 1 neutral
TSMC has strong earnings, margins, pricing power, and rapidly growing AI revenue.
“TSMC is a great business. It is growing its earnings at 40% per annum, just had another upgrade. It's exerting pricing power. It has 70% gross margins. It has AI revenues growing at 60%.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 29:25
TSMC is a major buyer of components from Taiwanese suppliers.
“TSMC is a huge buyer of components from everyone else in Taiwan”
Open the episode · Insilico Rises, Hygon Dips, AOU GainsListen at 2:50
TSMC shares were down 1% on the day.
“tsmc which is down one percent on the day now”
Open the episode · Unimicron Roars, Tencent Jump, CCB DownListen at 2:26
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
83 episodes featuring Taiwan Semiconductor Manufacturing Company Limited (TSMC), newest first
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