Big Earnings Energy

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 17 April 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results. - The chipmaker’s growth story in 2025. - Netflix’s plan to become a trillion dollar company. Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant. Learn more about the Range Rover Sport at www.rangerover.com/us/sport Companies discussed: TSM, NFLX, NVDA Host: Ricky Mulvey Guest: Tim Beyers Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Netflix wants to be a trillion-dollar company.
0:07.2	You're listening to Motley Full Money.
0:23.9	I'm Ricky Mulvey, joined on the internet today by Tim Byers.
0:24.8	Tim, good to see you.
0:25.9	Pulled caffeinated.
0:26.8	Ready to go, Ricky.
0:28.8	Today's a caffeine day.
0:29.6	Okay, I'm good.
0:30.4	I got lucky.
0:31.1	Today is a caffeine day.
0:32.0	All right.
0:36.2	Let's start with Taiwan semi and see how caffeinated you are about this one.
0:37.0	All right.
0:38.3	We can talk about the business results, but I thought there was some swagger in this earnings report because here
0:43.8	comes a large semiconductor company that says, we're still expecting mid-20s growth and our outlook.
0:50.7	We're maintaining the goals we set in January, never mind the tariffs.
0:57.1	What do you make of management over at Taiwan Semiconductor maintaining this much
1:02.5	swagger in a trade war? Yeah, big earnings energy. In some ways, you are seeing what it
1:09.4	looks like when a well-positioned company has a hammerlock
1:12.7	on an important and emerging market. I mean, that's what this is. Taiwan is still far and away
1:17.8	the leader when it comes to global chip manufacturing, Ricky. And this is especially true at the
1:23.3	nanoscales where the highest performing chips are made. If we want to be more specific about this,
	...

Transcript will be available on the free plan in 13 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.