The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI267: Investing In Chip Companies: Deep Dive Into QCOM, TSM, TXN, AMD, NVDA w/ Nicholas Rossolillo

The Intrinsic Value Podcast - The Investor’s Podcast Network

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TSMC's Future Prospects

TSMC will get growth from both of those industries. They have begun expanding on the facilities that they already broke ground on, I guess, in Arizona. Tesla has apparently secured some supply from TSM. But that's probably more than likely again, the logic ship itself, not the analog chips. TSMC is unique because they are the only third party foundry that does not compete with their customers. It would take many years at least even for someone as big as Intel to even catch up to them.

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