TSM
TSMWho's tracking it
People we track who have mentioned this stock — their take and the move.
FormFactor's earnings call shows CPO (co-packaged optics) revenue accelerating: systems re
CPO flows through a 10% customer (likely TSMC via COUPE), implying TSMC is a key supplier of CPO chips for Nvidia and others. Indirect beneficiary of CPO adoption.
Source: X / @aleabitoreddit ↗Morgan Stanley's note validates prior research, highlighting key CPO participants and emph
Listed as having silicon photonics foundry capacity, but the note does not emphasize a unique edge or chokepoint for this ticker specifically.
Source: X / @aleabitoreddit ↗Key takeaways include shifts in AI chip supply (DeepSeek, Zhipu developing ASICs), NVIDIA’
30x expansion of PIC capacity by 2028 (500 to 25,000 wafers/month).
Source: X / @aleabitoreddit ↗A social media trend of bearish campaigns targeting large-cap companies like NVDA and TSM
Similar bearish campaigns aim at TSM, using isolated technical issues to create doubt and harm stock sentiment.
Source: X / @aleabitoreddit ↗The post discusses the potential impact of a new technology on the semiconductor industry,
The post highlights TSMC's critical role in manufacturing advanced chips for AI and other applications, positioning it as a key beneficiary.
Source: X / @elonmusk ↗The author argues that recent selloffs in photonics and Nvidia supply chain stocks are due
COUPE technology and Taiwan suppliers (Shunsin, Foci) are actively progressing, refuting disappearance rumors.
Source: X / @aleabitoreddit ↗The article discusses how TSMC's 3nm process technology is a critical bottleneck for the e
TSMC's 3nm process is a chokepoint for major chip designers, giving it pricing power and limited competition due to its technological edge.
Source: X / @elonmusk ↗The linked tweet notes a strategic partnership between Nvidia and Taiwan Semiconductor Man
Deepening ties with Nvidia solidifies TSMC's role as an irreplaceable manufacturing partner in the AI supply chain.
Source: X / @realDonaldTrump ↗An opinion piece by Gideon Lichfield argues that US tech needs to innovate due to supply-c
The article frames TSMC as a chokepoint in the global chip supply chain, creating vulnerability for US tech. The CHIPS Act is criticized for reinforcing dependency rather than solving it.
Source: X / @elonmusk ↗The author views recent drops in $MU, $INTC, $TSM as buying opportunities, dismissing sell
The author groups TSMC with the other two as a buying opportunity, rejecting the sell-side hype.
Source: X / @aleabitoreddit ↗The author criticizes Bloomberg for echoing BofA's March KOSPI report and framing $TSM and
The author refutes the 'bubble' framing, implying $TSM's forward P/E of ~23.6x is reasonable and the underlying business is fundamentally sound.
Source: X / @aleabitoreddit ↗The author reflects on past high-conviction stock picks that performed very well, mentions
Listed as other high conviction pick that aged well, no specific update.
Source: X / @aleabitoreddit ↗Timeline estimates for glass substrate adoption by major players, with first mover SKC Abs
Chairman's comments confirm CoPoS timeline of 2-3 years, supporting advanced packaging growth.
Source: X / @aleabitoreddit ↗The author highlights Xintec (3374) as a speculative TSMC packaging/test subsidiary benefi
COUPE mass production starting soon and aggressive CPO pursuits with subsidiaries like Xintec; architectural shift expected to show in balance sheets.
Source: X / @aleabitoreddit ↗
