Taiwan Semiconductor Manufacturing Company just reported a roughly 35% jump in revenue, driven by strong demand for AI chips. The results reinforce TSMC’s position at the center of the artificial intelligence boom, supplying advanced semiconductors to major tech companies building AI infrastructure.

Dan Koh and Ryan Huang break down what’s driving TSMC’s growth, why AI demand remains strong despite geopolitical tensions, and why TSMC remains one of the most important companies in the global tech supply chain.

Taiwan Semiconductor Manufacturing Company just reported a roughly 35% jump in revenue, driven by strong demand for AI chips. The results reinforce TSMC&rsquo;s position at the center of the artificial intelligence boom, supplying advanced semiconductors to major tech companies building AI infrastructure.
Dan Koh and Ryan Huang break down what&rsquo;s driving TSMC&rsquo;s growth, why AI demand remains strong despite geopolitical tensions, and why TSMC remains one of the most important companies in the global tech supply chain.

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Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.