AMD is mentioned as a key customer of TSMC, indicating its involvement in the AI supply chain.
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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 mentioned as a key customer of TSMC, indicating its involvement in the AI supply chain.
Nvidia is mentioned as a key customer of TSMC, benefiting from the AI boom, but the primary focus is on TSMC's performance.
TSMC is a strong buy with about 20% upside due to strong AI spending momentum, evidenced by surging sales and significant capex plans.
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TSMbuy opened Jul 13, 2026
-2.81%