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How TSMC Is Becoming the AI Supply Bottleneck
While NVIDIA's stock dips 1.9% in the last five days, Lucas and Luna dig into TSMC's real power in the AI supply chain. They examine how TSMC's advanced packaging capacity — specifically CoWoS — is the true bottleneck for AI chip production, and why investors should watch TSMC's capital expenditure plans more closely than NVIDIA's earnings. They reference TSMC's current market cap, its role as both manufacturer and gatekeeper, and what the upcoming July earnings release could reveal about demand. Plus, a look at how geopolitical risk is priced into TSMC's…
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