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Earn Your Leisure

Why TSM Might Be The Most Important Company In The World

Earn Your Leisure

iHeartPodcasts

Entrepreneurship, Education, News, Business News, Careers, Investing, Business

4.97.9K Ratings

🗓️ 18 May 2026

⏱️ 6 minutes

🧾️ Download transcript

Summary

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Transcript

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0:00.0

This is an I-Heart podcast.

0:02.6

Guaranteed Human.

0:04.4

Well, let's talk about that.

0:05.4

Let's have to cut you off, but all right.

0:07.8

So let's get into topic.

0:09.5

TSM.

0:10.7

TSM.

0:11.3

We haven't talked about TSM in a while.

0:13.3

So TSM is having a good year.

0:15.5

It's 52 week low is $184.

0:19.8

$52.

0:20.3

High is $420 hovering like above $400 right now.

0:24.8

So TSM has not been talked about as much as like Micron or Sandisk. So TSM, is TSM on

0:35.7

the verge of something historic? I think TSM, I mean, I felt like TSM on the verge of something historic?

0:38.3

I think T's, I mean, I felt like TSM, we talked about it so much that was like we had to find some new companies to talk about.

0:45.3

Because it's always, right? It's been the company, it's been my number one company that in Amazon, I think since the start of the show, just because we know the role that it plays.

0:58.7

I think what we're seeing right now over the past week or so is it's kind of like it hit this 400 mark and it almost felt like it might have been its resistance.

1:02.6

But what's happening is that they have so much demand that they're trying to build the

1:09.3

FAPs fast enough so they can need it.

1:11.6

And so that becomes a slight issue, so much so that they've had to sign on other companies to help them with some of the manufacturing.

1:18.6

I know we're trying to get the FABs here in Arizona up and running.

1:21.6

They're trying to build out even more so inside of Taiwan. The geopolitical threat is still there.

...

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