Taiwan Semiconductor Manufacturing [Bv31IrkGsoI]

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Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell entertainment 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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Previous work on TSMC and capex spend:

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Chapters:

00:00 Correction on ASML High NA EUV Pricing

00:56 boca juniors - huracn Taiwan Semiconductor Manufacturing (TSMC)

02:17 TSMC's Global Expansion and ASML Partnership

03:00 TSMC's Financial Overview

05:24 TSMC's Market Performance and Growth Drivers

07:44 TSMC's Capital Expenditures and Financial Health

08:51 Future Outlook and Conclusion

Nick and Kasey own shares of TSM