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Analysing TSMC: The tech giant Nvidia can't live without

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Manage episode 493400064 series 2834092
Content provided by Sam North. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam North or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
What do Apple and Nvidia have in common? They all rely on TSMC, Taiwan Semiconductor Manufacturing Company, one of the most critical tech firms behind today’s AI boom and tomorrow’s data-driven world.
In this episode of Stock Break, eToro Market Analyst Josh Gilbert breaks down how TSMC powers the global tech industry, why it dominates advanced chip manufacturing, and what the risks and opportunities are for investors in 2025 and beyond.
📊 We cover:
🔹What makes TSMC different from Intel and Samsung
🔹How it became the go-to chipmaker for Apple, Nvidia & AMD
🔹Its growth in AI chip demand and future outlook
🔹Risks including tariffs, expansion costs, and geopolitical tension
If you're interested in semiconductor stocks, AI infrastructure, or long-term investing, this is a must-watch!
Watch on YouTube by clicking here
Digest & Invest by eToro is presented by our friends over at: fame.so
  continue reading

870 episodes

Artwork
iconShare
 
Manage episode 493400064 series 2834092
Content provided by Sam North. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam North or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
What do Apple and Nvidia have in common? They all rely on TSMC, Taiwan Semiconductor Manufacturing Company, one of the most critical tech firms behind today’s AI boom and tomorrow’s data-driven world.
In this episode of Stock Break, eToro Market Analyst Josh Gilbert breaks down how TSMC powers the global tech industry, why it dominates advanced chip manufacturing, and what the risks and opportunities are for investors in 2025 and beyond.
📊 We cover:
🔹What makes TSMC different from Intel and Samsung
🔹How it became the go-to chipmaker for Apple, Nvidia & AMD
🔹Its growth in AI chip demand and future outlook
🔹Risks including tariffs, expansion costs, and geopolitical tension
If you're interested in semiconductor stocks, AI infrastructure, or long-term investing, this is a must-watch!
Watch on YouTube by clicking here
Digest & Invest by eToro is presented by our friends over at: fame.so
  continue reading

870 episodes

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