TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history.
GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning.
Stocks Mentioned:
Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330)
Chapters:
00:00 TSMC: Opportunity or Warning?
01:14 Why TSMC Dominates Chips
05:41 Can AI Spending Continue?
10:30 TSMC’s Biggest Risks
15:48 What Changes Their Minds?
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