The TSMC Factor: Lessons to Learn from International Tech Giants

Gabriel Shahin talks about TSMC's (TSM) global success and importance in the AI trade. He points to the chipmaker as the leading company behind international tech growth, highlighting metrics behind his firm's bull case. Gabriel explains how TSMC and other Asian tech giants support the AI trade in what he considers a still-attractive global market.

Market On Close

12 Feb 2026

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