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13min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Navigating TSMC and Semiconductor Dynamics
This chapter explores the ownership structure of TSMC and its significance in the semiconductor industry, contrasting it with potential U.S. government ownership scenarios. The discussion emphasizes the unique value created by fabless chip companies and key customers like NVIDIA and Apple, while also examining sustainable growth strategies in contrast to hyper-growth. The speakers highlight the importance of dedicated research and unconventional approaches in identifying investment opportunities, encouraging listeners to engage with their community for further insights.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode