What podcasts say about Taiwan Semiconductor Manufacturing Company Limited (TSMC)
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Taiwan Semiconductor Manufacturing Company Limited (TSMC)
21 statements · 13 positive · 6 negative · 1 mixed · 1 neutral
A Taiwan war would destroy TSMC facilities.
“TSMC is going to be blown up”
Open the episode · E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense CompanyListen at 14:45
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
TSMC remains technologically leading and difficult for competitors to replicate.
“it remains, you know, at the leading edge in terms of the, the technology, you know, cannot be replicated by an alternative provider”
Open the episode · The index is risky. Why Antipodes is finding value beyond the AI tradeListen at 33:40
TSMC has more than a 40% weighting in Taiwan’s index.
“TSMC dominates that index at 40% plus weighting”
Open the episode · JD.com Tanks, Taiex Index Slides, Asics RisesListen at 1:49
Taiwan Semiconductor ADRs are up about 1.1% premarket.
“the ADRs are up about 1.10 of a percent under ticker TSM”
Open the episode · Berkshire Reports; TSMC Rises: Verisk SlidesListen at 2:20
Taiwan Semiconductor is underperforming the broader AI trade.
“it's underperforming the broader AI trade”
Open the episode · Berkshire Reports; TSMC Rises: Verisk SlidesListen at 2:37
Taiwan Semiconductor projects full-year sales growth above 40% in U.S. dollars.
“Full year sales growth are projecting just above 40% when measured in US dollars.”
Open the episode · Berkshire Reports; TSMC Rises: Verisk SlidesListen at 2:54
TSMC is trading down 2.3%.
“TSMC is a foundry competitor to intel and is trading down 2.3%”
Open the episode · 072426_2am_Stock Movers_FINALListen at 3:15
TSMC may capture most remaining compute demand after Chinese efficiency gains.
“So it's really looking like TSMC might gain the lion's share of whatever compute is left over after the Chinese kind of rationalized compute usage.”
Open the episode · Minimax Falls, SK Hynix Down, Kweichow Moutai RisesListen at 2:38
Demand may be insufficient to justify TSMC’s increased capital spending.
“will there be enough demand to really be able to justify these spending”
Open the episode · TSMC Falls, Kioxia Dips, Seven & I GainsListen at 1:31
TSMC’s June-quarter net income exceeded the analyst average by about 13%.
“net income here at 22 billion USD for the June quarter and that is above the analyst average by about 13%”
Open the episode · TSMC Rises, Samsung Dips, Alibaba UpListen at 1:06
TSMC’s demand remains strong and its pricing power remains solid.
“the demand really remains strong and the pricing power of TSMC also remains quite solid”
Open the episode · TSMC Rises, Samsung Dips, Alibaba UpListen at 1:53
Taiwan Semiconductor raised annual CapEx guidance to at least $60 billion.
“The company also raised CapEx guidance for the year to $60 billion or more.”
Open the episode · UNH Reports; TSM Growth Outlook; UAL SlipsListen at 4:14
The market was skeptical about AI, including TSMC.
“So the market is pretty skeptical On AI this morning including tsmc, the stock”
Open the episode · UNH Reports; TSM Growth Outlook; UAL SlipsListen at 4:28
TSMC produced five times as many wafers as Intel.
“TSMC was producing 5x the wafers of Intel”
Open the episode · Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe CodingListen at 13:14
Demand for TSMC’s products remains very strong.
“the demand at least remains very strong when it comes to the demand for what TSMC can offer”
Open the episode · SK Hynix Slumps, TSMC Up, MiniMax PlungesListen at 3:26
TSMC is leading the Taiex index higher.
“TSMC dragging, leading the overall Taiex index higher”
Open the episode · SK Hynix Slumps, TSMC Up, MiniMax PlungesListen at 3:57
Morgan Stanley views TSMC as structurally strong with an almost monopolistic foundry position.
“They see the structural strength in that story on tsmc. They are a foundry business without equal and have a pretty much monopolistic position there.”
Open the episode · SMIC Up, TSMC Jumps, Samsung ExpansionListen at 2:03
TSMC, Apple’s biggest supplier, is down around 2%.
“TSMC is the biggest supplier to Apple and that's down around 2%.”
Open the episode · SoftBank Falls, Samsung Drops, MediaTek DipsListen at 2:37
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.