Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming

Chip Stock Investor Podcast · Jul 25, 2025 · 10m

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Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock.

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