Taiwan semiconductor risk as US-China flashpointRevived after 45 quiet weeks.
Then“The guest argued that the risk of a kinetic war between the US and China is rapidly decreasing, removing a major overhang that had made Chinese equities 'uninvestable'.”Now“The structural concentration of advanced semiconductor manufacturing in Taiwan creates a critical single point of failure for global technology and geopolitical stability.”What finance podcasts are saying aboutTaiwan Semiconductor ManufacturingTSMNYSE
According to Zortix's podcast index, Taiwan Semiconductor Manufacturing (TSM) was discussed on 8 finance podcasts across 9 episodes in the 30 days to 27 Aug 2026, generating 10 attributed ideas — most coverage from The Twenty Minute VC, Bloomberg Surveillance and CNBC Fast Money.
- Mentions · 7d
- 0
- Mentions · 30d
- 10
- Mentions · 90d
- 50
- Episodes · 30d
- 9
- Shows · 30d
- 8
- Vs prior week
- -2
- Discussion depth
- Substantive discussion
As of 17 Aug 2026
Ask Zortix about TSMKey facts
- Exchange
- NYSE
- Sector
- Semiconductors
- Industry
- Semiconductors & Related Devices
- Headquarters
- Hsinchu
- Fiscal year ends
- 31 December
Listing and registration facts from public registries · SEC EDGAR filings for TSM. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
5 BULLISH · 2 BALANCED · 3 BEARISH
25 MAYWEEKLY · 90D17 AUG
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| The Twenty Minute VC | 3 | 2 |
| Bloomberg Surveillance | 1 | 1 |
| CNBC Fast Money | 1 | 1 |
| Empire | 1 | 1 |
| Excess Returns | 1 | 1 |
Latest ideas · headlines, attributed
17 AUG1W AGOCNBC FAST MONEY
16 AUG2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · REDDIT.
PITCH
13 AUG2W AGOTHE TWENTY MINUTE VC
Then & now on TSM
What they said then, and what they are saying now.
Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.