Order Pad | The Backbone of AI: Why We’re Buying TSMC (TSM.NYS)
In this episode of Order Pad, Felicity deep dives into Taiwan Semiconductor Manufacturing Company (TSMC) and explains why it may be one of the most important long-term investments in global markets today.
As the dominant manufacturer behind Nvidia, Apple, AMD and the broader AI ecosystem, TSMC sits at the centre of the explosive growth in artificial intelligence, data centres and global compute demand.
We break down:
Why TSMC controls the AI supply chain
The company’s extraordinary ~50% net profit margins
AI infrastructure growth and semiconductor demand
TSMC’s competitive moat and market…
The skinny
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