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$TSM

TSMC
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TSMC manufactures advanced semiconductors designed by many of the world's leading chip companies.

sentiment mix
bull 47%bear 13%neu 40%

signal summary

latest high-conviction thesis
Huang: TSMC and supply chain partners scaled early to enable Nvidia's growth▾

Nvidia's long-term supply chain partnerships with TSMC, Corning, Lumentum, and memory vendors were established years before the AI boom, ensuring capacity when demand exploded.

jensen huangT1All-In Podcast2026-09-14
confidence 88 / 100impact High
key themes
  • AI Infrastructure88%
  • Semiconductors71%
  • AI Economics & Business Models54%
  • Memory & Storage45%
  • AI Agents37%

bull thesis · 42

78 / 100
  • •Huang: TSMC and supply chain partners scaled early to enable Nvidia's growth
  • •Jensen Huang emphasizes TSMC as critical long-term supply chain partner for Nvidia's growth
  • •TSMC logic wafer and CoWoS capacity becomes next bottleneck as HBM stack height reduction doubles cube count

bear thesis · 12

39 / 100
  • •TSMC labor constraints limit Taiwan's ability to double chip output again
  • •Alex: SpaceX TerraFab targets TSMC replacement with 10-20x scale US domestic fab
  • •Thompson: TSMC conservatism transfers risk to big tech, creates opening for Intel and Samsung foundries

company research · 8 videos

mentions · 89

All-In PodcastJensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)2 mentions · 2▲ 0▼ 0○ · 11 days ago
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Bloomberg TechAmazon, Qualcomm Deal Broadens the AI Chip Race | Bloomberg Tech 9/08/20261 mentions · 1▲ 0▼ 0○ · 17 days ago
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Bloomberg TechNvidia Nears $14 Billion Hugging Face Deal | Bloomberg Tech 09/02/20261 mentions · 1▲ 0▼ 0○ · 23 days ago
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The InformationWhy Nvidia Bet $3.5B on Another Chipmaker1 mentions · 0▲ 0▼ 1○ · 24 days ago
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Bloomberg TechJackson Hole, Anthropic’s Court Win and PayPal Deal Collapse | Bloomberg Tech 8/28/20261 mentions · 1▲ 0▼ 0○ · 28 days ago
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The InformationInside Microsoft’s Plan to Escape Nvidia2 mentions · 0▲ 0▼ 2○ · 2 months ago
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Peter H. DiamandisGoogle’s Consciousness Paper, Emad Wins Oxford AI Personhood Debate, and SpaceX’s $1T by 20303 mentions · 0▲ 3▼ 0○ · 2 months ago
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SemiAnalysisEp. 23 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry1 mentions · 0▲ 0▼ 1○ · 2 months ago
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Bloomberg TechPalantir Surges as AI Demand Accelerates | Bloomberg Tech 8/4/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
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Dwarkesh PatelWhy compute prices might 10x as AI gets smarter2 mentions · 1▲ 0▼ 1○ · 2 months ago
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Peter H. DiamandisJensen Huang Launches an Open AI Alliance, Anthropic & OpenAI Team Up in DC, Kimi K3 Goes Global1 mentions · 0▲ 0▼ 1○ · 2 months ago
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NVIDIANVIDIA & Wistron: Reindustrializing America With Advanced Manufacturing2 mentions · 2▲ 0▼ 0○ · 2 months ago
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Bloomberg TechNvidia Ships New AI Chips as Washington Eyes China | Bloomberg Tech 7/21/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Bloomberg TechTSMC's Market Jolt, Saronic's Texas Bet and GameStop's eBay Bid | Bloomberg Tech 7/16/20262 mentions · 1▲ 0▼ 1○ · 2 months ago
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TBPNTML Inkling, California Forever? TSMC Capex, Tokenomics, Roblox1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
TBPNThinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
All-In PodcastFormer Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Peter H. DiamandisGrok 4.5 vs gpt-5.6, Apple Sues OpenAI, and China Catches up to Elon | #2701 mentions · 1▲ 0▼ 0○ · 2 months ago
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Bloomberg TechSK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price | Bloomberg Tech 7/10/20261 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0021:0042:001:03:001:25:00
Generating Alpha PodcastEpisode 56: Gavin Baker - Managing Partner of Atreides Management1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:0013:0027:0041:0055:00
Limitless PodcastTwo 24-Year-Olds Just Beat NVIDIA1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:005:0010:0015:0020:00
TBPNFable Unbanned, Lab Nationalization, End of Paper-Based Retirement, SpaceX Phone1 mentions · 0▲ 1▼ 0○ · 3 months ago
0:0033:001:07:001:41:002:15:00
Sequoia CapitalWhy Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis1 mentions · 1▲ 0▼ 0○ · 3 months ago
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20VCPerplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China1 mentions · 1▲ 0▼ 0○ · 3 months ago
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SemiAnalysisWhy next-gen AI scale-up needs CPO1 mentions · 0▲ 0▼ 1○ · 4 months ago
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20VCCerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China1 mentions · 1▲ 0▼ 0○ · 4 months ago
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Peter H. DiamandisAnthropic Partners With SpaceX AI, Leopold's $5.5B Bet, and the Singularity Economy | EP #2551 mentions · 0▲ 0▼ 1○ · 4 months ago
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Invest Like The BestThe Supply and Demand of AI Tokens | Dylan Patel Interview1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Asymmetric InvestingThe AI Bubble Is About to Burst and Here's Why1 mentions · 0▲ 1▼ 0○ · 5 months ago
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Dwarkesh PatelJensen Huang – Will Nvidia’s moat persist?1 mentions · 1▲ 0▼ 0○ · 5 months ago
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Limitless PodcastForget NVIDIA | This 24-Year-Old's $4.5B Bet on AI's Real Problem (Leopold Aschenbrenner)1 mentions · 0▲ 1▼ 0○ · 7 months ago
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Invest Like The BestGPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview1 mentions · 0▲ 0▼ 1○ · 10 months ago
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Invest Like The BestChina vs America: The Battle for Global Dominance Explained | Dan Wang interview1 mentions · 1▲ 0▼ 0○ · 11 months ago
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