Taiwan Semiconductor Manufacturing Company (TSMC)
Mentioned in 3 analyzed podcast episodes across 3 shows
Episode Mentions
Bloomberg Intelligence · May 5, 2026
Apple Weighs Using Intel, Samsung to Build Device Processors
“Currently dominates global chip production; Apple seeking alternatives due to geopolitical concentration risk”
Apple chip manufacturing diversificationTaiwan semiconductor supply chain riskUS semiconductor manufacturing incentives
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CNBC's "Fast Money" · Apr 10, 2026
Stocks Wrap Winning Week As Investors Eye Ceasefire… And A New AI Cyber Threat 4/10/26
“Reported record Q1 revenue of $35B, up 35% YoY; stock up 8 days in a row, gaining 50% during run”
Iran-US Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy InflationCybersecurity Threats from AI Models
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Practical AI · Mar 9, 2026
AI policy and the battle for computing power
“Produces 97% of world's advanced AI chips, critical to global semiconductor supply chain”
AI Export ControlsSemiconductor Supply Chain SecurityComputing Power vs Data in AI
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