Credit Suisse's Abrams on TSMC Earnings

The transcript discusses TSMC's growth, market expectations, and challenges in the semiconductor industry. It highlights TSMC's strong position with a projected 25% growth, driven by high performance computing and 5G demand. The automotive sector's recovery and inventory buildup are also examined. Concerns about a potential market correction due to oversupply and investor nervousness are addressed, with TSMC's strategies to manage these challenges outlined.

In what ways has TSMC adapted to the changing demands of high-performance computing?

What role does inventory management play in TSMC's strategy moving forward?

How is TSMC positioned to handle potential oversupply in the semiconductor market?