Taiwan Semiconductor Manufacturing Company (TSM)'s Call Was Amazing, Says Jim Cramer

We recently published 15 Fresh Stocks Jim Cramer Discussed.  Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer discussed.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was the star of the show last week as it set the tone for AI investing in 2026. The firm is the largest contract chip manufacturer in the world, particularly when it comes to manufacturing leading-edge chips. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s shares are up by 7% year-to-date on the back of strong fiscal fourth quarter earnings report. The results saw the firm deliver NT$1.046 trillion in revenue and NT$505 billion in profit, which beat analyst estimates of NT$1.034 and NT$478 billion. Cramer discussed the results and used them as a proxy for the health of the AI industry. He also discussed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s US Arizona site and mentioned that the form factor of the chips manufactured here wouldn’t be as small as those that the firm makes in Taiwan:

“The actual Taiwan Semi call was amazing, and we’re gonna get a lot of talk about what it means for Applied Materials and Lam Research. It’s good. But what the essence of it was, you think there’s a bubble? Have you talked to any of the clients? Do you know that they can’t enough? Do you know how much money they’re making? We usually hear that they’re spending too much and they’re not getting a return. It was quite the opposite from the company that sees everything. The begging that’s going on for equipment. That includes the actual customers going, maybe even cutting off NVIDIA. David, their conference calls are different from ours. Their conference calls are, let’s stop fooling around, this is as great, because, there’s no way it can’t be. And I found it refreshing, because there was none of this, there was one question directly about a bubble, and I’m not saying it was laughed out loud because the translation misses something, but what the essence of it was, they want it, we gotta make it. ” One thing I think we have to point out, Carl, is the US buildout of Taiwan Semi was praised multiple times. Now Morris Chang, who founded Taiwan Semi has been very critical. But there, and it’s not the best form factor, it’s a little bit larger. . .you’re starting to say maybe America isn’t as bad a place to build as the critics say. Now Taiwan Semi is an upbeat company and there’s not a lot of room for frivolity, but anyone who listened to that call was struck by the fact that we can’t just buy Lam Research and KLA and Applied Materials over and over again. . .”

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Disclosure: None. This article is originally published at Insider Monkey.