The Asianometry Podcast

The TSMC First Half 2021 Mega-Review


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We are already more than halfway into the year. Time really flies, doesn't it? 

It has been a while since my video deep dive on TSMC's $28 billion capital expenditure plan at the start of 2021. Some time has passed since then and so I think we are due for another review. 

So in this review, we are going to look back at the first half of TSMC's 2021 year. This is going to be a collection of individual thoughts on the company, its environment, and more. We will review financials, the Arizona fab, the outbreak, water, and more. 

Thus, at the risk of looking too obsessed with TSMC, let us dive in! 

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The Asianometry PodcastBy Jon

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