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TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King
Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast.
In this episode, Nick and Kasey break down TSMC's Q2 2026 earnings guidance: $39–40 billion in quarterly revenue, 30% year-over-year growth, and gross margins approaching 67.5%. Then they dig into what could actually slow TSMC down.
Topics covered:
— Helium and LNG shortages driven by the Strait of Hormuz closure
— Taiwan's energy security and how long government-secured supply lasts
— The Intel-Tesla chip "refactoring" announcement decoded
— Could Elon Musk's consortium acquire Intel Foundry…
The skinny
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