Taiwan Semiconductor $TSM makes ~90% of the world's most advanced semiconductor
Almost all of those are built in Taiwan 🇹🇼
VistaShares: One company manufactures roughly 90% of the world's most advanced chips. Nearly all of that capacity sits on an island 100 miles from the Chinese coast.
This week Google ordered more than 3 million TPUs from Intel, for production in 2028. Intel rose 9% on the news.
For two
Post highlights TSM's dominance in advanced chip manufacturing (~90% market share, concentrated in Taiwan) and mentions Google's Intel TPU order as context for competitive dynamics.
Mentioned only as news source (Google TPU order, stock +9%). Author does not express view on Intel; it serves as background context for semiconductor supply diversification. Not a primary focus of analysis.
Post states factual market position without directional view. TSM up 3% today to $421, recent news shows strong AI demand and May sales +30% YoY, earnings July 15. Sentiment somewhat-bullish (0.308). Author presents competitive context (Intel win) but expresses no personal thesis on TSM valuation or outlook.
事件 Earnings (EPS est 23.8854) · 2026-07-15
关键要点
TSM manufactures ~90% of world's most advanced semiconductors, nearly all in Taiwan
Google ordered 3M+ TPUs from Intel for 2028 production; Intel stock rose 9%
Geopolitical concentration risk implied (Taiwan location 100 miles from China)
