𝛼SK or Searchbullish
EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change
SUMMARY
- Confusion over TSMC's lower PE in the past due to lack of knowledge on margins and industry trends
- TSMC reported better than expected numbers across the board, including higher margins, revenue, and Capex expansion
- TSMC's focus on AI driving decisions on N3 expansion and Capex, with questions on valuation and market dynamics remaining prevalent
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
- EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change23 Apr 2026
x