Episode 1: TSMC's Q4 2021 Earnings
Transistor Radio
00:00
TSMC's bullish Q4 guide and capex raise
Dylan and Doug summarize TSMC's $40–44B capex plan and 15–20% long-term revenue guide and why it's surprising.
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Transcript
Dylan and Doug summarize TSMC's $40–44B capex plan and 15–20% long-term revenue guide and why it's surprising.
