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Taiwan Semiconductor Manufacturing (TSMC) stock is booming as ramp up of AI systems like Nvidia Blackwell continues. What happened in Q2, and what's expected the second half of 2025? Chip Stock Investors Nick and Kasey weigh in, and why they are happy to own TSM stock.

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Previous work on TSMC and capex spend:https://youtu.be/V2nMOabIc2c
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Timestamps:

(00:00) Correction on ASML High NA EUV Pricing

(00:56) Taiwan Semiconductor Manufacturing (TSMC)(

02:17) TSMC's Global Expansion and ASML Partnership

(03:00) TSMC's Financial Overview

(05:24) TSMC's Market Performance and Growth Drivers

(07:44) TSMC's Capital Expenditures and Financial Health

(08:51) Future Outlook and Conclusion

Nick and Kasey own shares of TSM

Episode 323: Taiwan Semiconductor Manufacturing (TSM Stock) -- The AI Chip Enabler Is Still Booming

Chip Stock Investor Podcast