This podcast episode focuses on the recent financial performance and long-term growth prospects of Taiwan Semiconductor (TSMC), as well as challenges faced in developing a skilled workforce for the semiconductor industry in the United States. Despite short-term challenges in building a facility in Arizona due to a shortage of skilled workers, TSMC remains optimistic about its long-term revenue growth target of 15-20% annually. The episode also delves into the concept of nanometers (nm) in chip manufacturing and the complexities of semiconductor fabrication. It highlights the dominance of Taiwan Semiconductor in chip manufacturing and its reluctance to compete with customers in the AI chain. The financial performance of ASML, a monopoly on chip-making machines, is also discussed, as well as the critical role of Extreme Ultraviolet (EUV) machines in the production of advanced chips. The episode concludes with an overview of solar inverters, their types, and the impact of net metering reforms on solar inverter companies.
