TSMC: Multiple Growth Drivers Ahead

BING-JHEN HONG TSMC (NYSE:TSM) recently reported its 2Q24 results and I joined in for the earnings call. Before I jump in on the earnings results, I thought I would first comment on the earnings call. In my opinion, the mood on the earnings call was much more jovial compared to prior earnings call and CEO Wei also sounded more energetic than he did before. In fact, TSMC CEO Wei even tried to be funny by saying Nvidia (NVDA) CEO Jensen's tagline and changing it for TSMC: "The more TSMC wafers you buy, th ...