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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
Description: Daniel Mahncke and Shawn O’Malley turn their focus to Taiwan Semiconductor Manufacturing Company (ticker: TSM) — the quiet engine powering nearly every device we touch and the global AI boom. Pioneering the pure-play foundry model, TSMC went from a government-backed experiment in the late 1980s to controlling more than 90 % of the world’s leading-edge chip production, fabricating Apple’s A- and M-series processors, Nvidia’s AI GPUs, and virtually every 3nm part on the planet.
In this episode, you’ll learn how Morris Chang’s radical bet rewired the semiconductor industry, why extreme scale and EUV master...