AI compute trade favors TSMC over memory
The panel suggested Taiwan Semiconductor (TSM) is a more interesting and durable way to play the AI build-out than the volatile memory names.
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The Callback
Taiwan semiconductor risk as US-China flashpoint
49 weeks between these two statements.
Then
The guest stated he has been buying TSMC and ASML, framing them as attractively priced picks-and-shovels plays on the AI compute build-out, despite geopolitical risks.
THE BUSINESS BREW · 12 SEP 2025 · 17:30Open in Zortix →
Now
The panel suggested Taiwan Semiconductor (TSM) is a more interesting and durable way to play the AI build-out than the volatile memory names.
CNBC FAST MONEY · 17 AUG 2026 · 4W AGO · 05:00