Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast.

In this episode, Nick and Kasey break down TSMC's Q2 2026 earnings guidance: $39–40 billion in quarterly revenue, 30% year-over-year growth, and gross margins approaching 67.5%. Then they dig into what could actually slow TSMC down.

Topics covered:

— Helium and LNG shortages driven by the Strait of Hormuz closure

— Taiwan's energy security and how long government-secured supply lasts

— The Intel-Tesla chip "refactoring" announcement decoded

— Could Elon Musk's consortium acquire Intel Foundry after the SpaceX IPO?

— Samsung Foundry, Nvidia's Groq acquisition, and supply chain diversification

TSMC has navigated supply chain disruptions before. But with AI chip demand exploding and new competitors circling, the pressure is unlike anything the industry has seen.

For the full earnings breakdown and supply chain chart, visit chipstockinvestor.com and check out the Semi Insider subscription.

Chip Stock Investor covers semiconductors, AI infrastructure, and the companies powering the next wave of technology.

For informational and entertainment purposes only — not individual investment advice. All investing involves risk and you may lose principal. Forecasts are not guaranteed. Nick and Kasey own shares of TSM.

TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King

Chip Stock Investor Podcast

TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King