Credit Suisse's Abrams on TSMC Earnings and Outlook

The video discusses TSMC's market expectations, factors affecting its valuation, and the impact of economic conditions on consumer tech demand. It also covers inventory strategies and market outlook for semiconductors, as well as investment trends and potential industry shifts from Asia to other regions.

How do geopolitical factors like the conflict in Europe and COVID lockdowns in China affect the semiconductor market?

What inventory strategies are suggested for TSMC and other semiconductor makers?

What is the expected shift in the semiconductor industry's center of gravity in the coming years?