Mentioned in passing as another example of a fabless chip designer to explain the industry structure.
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A Stock a Day Until I Can Quit My Job: Day 43
Aug 2, 2025
The creator analyzes the NVIDIA supply chain, focusing on the technological shift to co-packaged optics for AI chips. He introduces Himax as a company to watch in this space, but highlights TSMC's critical role as the manufacturer, suggesting its progress is a strong bullish signal.
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Mentioned as the key customer driving the need for advanced co-packaged optics, providing context for the analysis of its suppliers.
Introduced as the stock being researched for its role in NVIDIA's supply chain, but a detailed thesis is deferred to a future video.
Creator is bullish on TSMC, believing its progress in developing co-packaged optics for NVIDIA is a more important investment signal than NVIDIA's public caution.
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