Taiwan Semiconductor Manufacturing Company
Mentioned in 6 analyzed podcast episodes across 6 shows
Mentioned On
Episode Mentions
UBS On-Air: Market Moves · Apr 23, 2026
Talking Markets Podcast (Emerging Markets) with Michael Kass of Baron Capital
“Represents 13%+ of EM index; critical AI semiconductor manufacturer facing concentration risk from CapEx visibility changes”
Bloomberg Daybreak: Asia Edition · Apr 23, 2026
Stocks Fluctuate, SK Hynix Record Profit Quarter
“Leading chip foundry mentioned as major driver of AI infrastructure boom alongside SK Hynix and Samsung”
Mad Money w/ Jim Cramer · Apr 7, 2026
'Mad Money w/ Jim Cramer 4/7/26
“Chip manufacturer; caller asked about; Cramer directs to NVIDIA as better opportunity”
All-In with Chamath, Jason, Sacks & Friedberg · Mar 9, 2026
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
“Produces 96% of advanced semiconductors, creating strategic vulnerability for US supply chains”
CNBC's "Fast Money" · Feb 26, 2026
Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26
“Semiconductor stock declined following NVIDIA earnings; Taiwan Semi index has 40% exposure to single stock concentration risk”
Bankless · Feb 16, 2026
Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin
“Semiconductor producer held in portfolio as AI infrastructure play with strong balance sheet”