AMD is mentioned as a key customer of TSMC's chip manufacturing services.
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The creator discusses Taiwan Semiconductor Manufacturing Company (TSMC) and its role in the AI supply chain...
Jul 13, 2026
The creator discusses Taiwan Semiconductor Manufacturing Company (TSMC) and its role in the AI supply chain. They highlight strong sales growth, a raised price target by Citi, and significant capex plans, suggesting continued momentum for the AI trade.
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Apple is identified as a major customer of TSMC's chip manufacturing services.
Nvidia is mentioned as a key customer of TSMC and a beneficiary of the AI chip supply chain.
TSM is a strong buy with 20% upside potential, as its upcoming earnings guidance will confirm the health of the entire AI supply chain.
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TSMbuy opened Jul 13, 2026
-0.96%