Taiwan Semiconductor Manufacturing Company

Mentioned in 16 analyzed podcast episodes across 10 shows

Mentioned On

Milk Road AI WSJ Tech News Briefing Charles Payne's Unstoppable Prosperity Podcast Wall Street Breakfast Vital Dawn Universe Today Podcast Schwab Market Update Audio Tech Brew Ride Home Bloomberg Daybreak: US Edition UBS On-Air: Market Moves

Episode Mentions

Milk Road AI · Jul 20, 2026

Will AI Trade Stocks Better Than Us?

“Semiconductor leader analyzed for technical chart patterns and long-term demand from AI infrastructure buildout”

Agentic AI trading and autonomous portfolio managementAI agent customization for retail investorsPortfolio diversification strategies in AI-dominated markets

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WSJ Tech News Briefing · Jul 16, 2026

TNB Tech Minute: Japan to Buy 27,500 Nvidia Chips in AI Push

“TSMC reported record quarterly earnings and pledged additional $100 billion U.S. investment, bringing total to $265 billion.”

Sovereign AI DevelopmentSemiconductor Supply ChainAI Chip Manufacturing

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Charles Payne's Unstoppable Prosperity Podcast · Jul 16, 2026

Charles’ Take: Buy the Semiconductor Dip or Run for Cover?

“Critical semiconductor manufacturer with monopolistic positioning, utilized by NVIDIA, recommended for dip-buying despite 50-day MA pressure”

Semiconductor sector valuation and buying opportunitiesASML earnings analysis and stock performance disconnectMemory chip demand from AI and data center spending

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Wall Street Breakfast · Jul 12, 2026

Earnings, inflation take center stage

“Reporting Thursday; guidance on advanced packaging capacity and 2nm margins critical for AI demand assessment”

Q2 Bank Earnings SeasonAI Spending and Demand SignalsSemiconductor Equipment Guidance

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Wall Street Breakfast · Jul 10, 2026

Wall Street Roundup: carving up the AI trade

“Releasing earnings next week; key indicator of Asian semiconductor sector health and AI infrastructure demand”

AI Infrastructure Investment and BuildoutSemiconductor Supply Chain DynamicsAI Trade Valuation and Market Saturation

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Vital Dawn · Jul 10, 2026

Vital Dawn Podcast for Friday July 10

“Major semiconductor manufacturer with earnings scheduled next week, identified as critical tech earnings data point”

U.S. Equity Futures PerformanceEuropean Index UnderperformanceAsian Market Outperformance

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Universe Today Podcast · May 22, 2026

[Q&A+] We Were Promised a Flood of Vera Rubin Discoveries. Where Are They?

“One of only two companies capable of producing cutting-edge 3-nanometer microchips”

Von Neumann probes and self-replicating spacecraftLunar in-situ resource utilization (ISRU)Microchip fabrication in space environments

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Schwab Market Update Audio · May 6, 2026

Jobs Data, Disney Awaited After New Record Highs

“Shares fell 2% as Apple explores alternative chip suppliers including Intel”

AI Chip Competition and Market ConcentrationJobs Data and Labor Market StrengthSemiconductor Supply Chain Diversification

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Tech Brew Ride Home · May 5, 2026

Will AI Models Have To Be Reviews By The Government?

“Long-time Apple chip supplier facing supply chain diversification pressure due to geopolitical risks and AI-driven demand”

AI Government Oversight and RegulationSemiconductor Supply Chain DiversificationAI Model Safety and Security Vetting

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Bloomberg Daybreak: US Edition · May 5, 2026

US and Iran Trade Fire; Secret Service Shoots Man Near White House

“Apple's primary semiconductor supplier for over a decade, facing supply constraints from AI data center demand and Mac production”

US-Iran Military Escalation and Strait of Hormuz SecurityOil Supply Chain Disruption and Energy Market VolatilitySemiconductor Supply Chain Diversification

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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”

Emerging Markets Equity Valuations and Relative PerformanceDeglobalization and Geopolitical Risk Impact on Capital AllocationAI Semiconductor Supply Chain and EM Technology Companies

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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”

US-Iran Strait of Hormuz tensions and ceasefire negotiationsSK Hynix record earnings and CapEx expansion strategyAI chip demand and memory market super-cycle sustainability

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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”

Market Technical Analysis and Moving AveragesConsumer Spending Patterns and Economic SlowdownRetail Sector Performance and Competitive Dynamics

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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”

Iran military conflictUS-China relationsTaiwan invasion risk

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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”

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges

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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”

Fed Independence and Executive Branch PressureFourth Turning Economic Cycle TheoryLong-Term Debt Cycles and Sovereign Defaults

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