NYSE: TSM
In this episode, Dan and Albert break down Taiwan Semiconductor Manufacturing Company (TSMC). TSMC is the world's largest dedicated chip foundry, with over 58% market share in 2020 per Gartner. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC with an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to their own semiconductor designs.
In this episode we cover:
- What is TSMC? (2:08)
- How do computer chip factories and their supply chain's work? (7:44)
- What differentiates TSMC's business model from its competitors? (14:55)
- What is the lifecycle and different market segments of computer chips? (26:30)
- What are TSMC's key business risks? (36:41)
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