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Nov 18, 2022
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All-In Podcast · Joseph Carlson
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THEMIS SCORE
CONVERGENCE BREAKDOWN
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live$338.31
+0.48%Taiwan Semiconductor Manufacturing Company Limited
Technology · Semiconductors
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal- oxide-semiconductor (CMOS) logic, mixed-signal, radio frequency, embedded memory, bipolar CMOS mixed-signal, and others. The company also offers customer and engineering support services; manufactures masks; and invests in technology start-up companies; researches, designs, develops, manufactures, packages, tests, and sells color filters; and provides investment services. Its products are used in high performance computing, smartphones, Internet of things, automotive, and digital consumer electronics. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan.
Mkt Cap: $1.8T
TECHNICALS
FUNDAMENTALS
CONVERGENCE INTELLIGENCE
33 sources · 214 mentions · 43% direct
TOP THEMES
2D-Channel GAA Nanosheet Integration
SemiAnalysis
3D-IC Packaging & Interposer Market
SemiAnalysis
3D-Printed High-Density Compute Substrates (Computronium)
peterdiamandis
Advanced 3D Packaging Leaders
SemiAnalysis
Advanced AI Chip Foundry & Packaging
Bowtie Nation
Advanced AI Chip Packaging & Heterogeneous Integration
Jordi Visser
Advanced Chip Packaging & Interconnects
All-In Podcast
Advanced Chiplet Packaging & Foundry Exposure
Liberty's Highlights
SOURCE TIMELINE
30 entries · 90dMar 14, 2026
Theme: AI-Driven Semiconductor Exposure
Mar 11, 2026
Theme: Edge AI on Apple Silicon
“Apple controls about 20% of TSMC manufacturing and that's the asset of all assets in the world.”
Theme: Edge AI Accelerators & OS Integration
“It's a waste. It's a waste of TSMC output.”
Mar 9, 2026
Theme: Domestic Chip-Fab Expansion
“So TSMC, as you all have discussed before, produces the advanced semiconductors for essentially everybody of whom we're the principal consumer.”
Theme: Apple-Optimized Edge AI Chip Ecosystem
Mar 6, 2026
How Anthropic vs. DoW impacts open models (with Dean Ball)
Theme: AI Compute Commodity Exposure
Mar 5, 2026
Theme: Motorsport Simulation & AI Software
“as you progress like TSMC and ASML and they got to spend incrementally more and more capex and more R&D every year to push the boundaries farther and farther”
Theme: Apple Edge-AI Chip & Toolchain Ecosystem
Theme: Strategic Chip-Capacity Partnerships & Fab Equity
“66% of all AI chip production is done by the one company TSMC.”
Theme: Iteration-Efficient Diffusion Chipsets
“And we're seeing I think a generational transition from smartphones absorbing the silicon and absorbing TSMC's output over to AI data centers as the new form factor for computers away from this.”
Theme: Non-Taiwan Semiconductor Foundry Expansion
“TSMC plants are being built up elsewhere but still Taiwan has all of that manufacturing the foundaries”
Theme: Energy-Efficient AI Compute Hardware
“That's what that's what Nvidia are doing. Turning sand in and and TSMC are turning sand into intelligence”
Taiwan's Modern Miracle
Theme: AI-Enabled Foundry Upside
“as ravenous demand for AI chips from Taiwan Semiconductor Manufacturing Company (TSMC) buoys the nation's economy.”
Mar 4, 2026
Theme: Advanced AI Chip Foundry & Packaging
616: Nvidia Dethrones Apple at TSMC, Coase Conjecture and AI Lab Profits, Boots on the Ground vs Panopticon, BART Applied Economics, Apple’s 2025 Scorecard, Uranium, and Catchlights
Theme: AI-Driven Semiconductor Leadership
“Apple spent $132 Billion at TSMC and Still Got Dethroned by Nvidia”