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Compute · TSM

TSMC

The world's largest contract chipmaker, manufacturing the most advanced chips for Nvidia, Apple, AMD and others.

The desk's view now

AvoidConstructive

Ends near 453 after falling with chips; results on Thursday 10/15. No short-term position before the number.

Thesis: TSMC manufactures nearly every leading AI chip.

Updated Oct 13, 2026

Upcoming catalysts

No dated catalysts in the coming weeks.

Latest filings, contracts and releases

Same sector: Compute

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