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Subject
Quote from Video
TSMC, the company that manufactures 90% of the world's advanced semiconductors, draws nearly, this is psychotic, 9% of Taiwan's total electricity.
“TSMC, the company that manufactures 90% of the world's advanced semiconductors, draws nearly, this is psychotic, 9% of Taiwan's total electricity.”
Subject
Quote from Video
Not only is TSMC the market leader by far when it comes to advanced packaging, it's also the main driver for their margins.
“Not only is TSMC the market leader by far when it comes to advanced packaging, it's also the main driver for their margins.”
Subject
Quote from Video
TSMC is responsible for fabricating the actual chips that companies like Nvidia, Apple, and Google are selling to both the AI market and the cloud computing markets.
“TSMC is responsible for fabricating the actual chips that companies like Nvidia, Apple, and Google are selling to both the AI market and the cloud computing markets.”
Subject
Quote from Video
they're actually listed at about 11.4% undervalued compared to where they should be.
“they're actually listed at about 11.4% undervalued compared to where they should be.”
Subject
Quote from Video
TSMC recognizes this which is why they have been investing aggressively in expanding outside of just Taiwan.
“TSMC recognizes this which is why they have been investing aggressively in expanding outside of just Taiwan.”