Taiwan Semiconductor Manufacturing Company (TSMC)
Mentioned in 8 analyzed podcast episodes across 8 shows
Mentioned On
Episode Mentions
World Business Report · Jul 16, 2026
Profits surge at Apple and Nvidia supplier TSMC
“Reported record quarter with 77% profit jump, driven by AI chip demand; investing $60-64B in capacity expansion”
Wall Street Breakfast · Jul 16, 2026
TSMC chips in $100B more
“Announced $100B additional investment in U.S. chip fabs, expanding total plan to $265B for advanced node production”
Bloomberg Daybreak: US Edition · Jul 16, 2026
US Bombs Persian Gulf Supertanker, Warsh: Trump Hasn't Interfered
“Raised 2026 capex guidance to $64B and revenue growth projections above 40% amid geopolitical tensions and AI demand”
Bloomberg This Weekend · Jul 10, 2026
Special Edition: SK Hynix Debuts in US, Opens 14% Above Offer Price
“Logic chip supplier collaborating with SK Hynix; trades at 18% premium to Taipei listing, reference point for ADR valuation”
Bloomberg Tech · Jul 10, 2026
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
“Logic chip supplier collaborating with SK Hynix on advanced memory architectures; referenced as valuation benchmark”
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”
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”
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”