TSMC, every mention
7 scenes · ← back to TSMC
tap a year for its mentions
every year anyone Richard Lawrence 5Mike Trigg 2Howard Smith 2Ted Seides 1Sanjay Ayer 1Daniel Graña 1
Verbatim, from the transcripts: the passages where TSMC comes up
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 41:11 Sanjay Ayer The Taiwan Semiconductor, CRO, and healthcare, and you find they can generate 30, 40% profit margins.
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 32:56 Howard Smith But the ultimate producers of those semiconductors are companies like TSMC, or Samsung, or Micron, or Intel. 2 times in the scene
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 30:28 Ted Seides With Taiwan next door, Taiwan Semi has become the dominant chip maker in the world.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 38:10 Daniel Graña So TSMC, the semiconductor maker, and Emphasis, the business processing company, are examples of successful business models in outsourcing.
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 26:58 Mike Trigg Paiwan Semiconductor is the one that we've owned, the outsourcer that we've owned, the lawnist, but this is kind of a playbook that's been pretty successful in lots of companies. 2 times in the scene
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 24:22 Richard Lawrence I mean, we've owned TSMC now for over seven, well, probably 17 years. 3 times in the scene
- ▶ 37:40 Richard Lawrence But boy, there were others, you know, and, and sure enough, when we knew something like TSMC, TSMC was gold standard for pricing power. 2 times in the scene