Jim Cramer on Taiwan Semi: “It Should Be a Monster Quarter, But I Think Everyone Knows That”

“Taiwan Semi reports, yes, and that’s the manufacturing spouse of some AMD and NVIDIA. It should beryllium a monster quarter, but I deliberation everyone knows that. I privation to constituent retired that NVIDIA banal has been incredibly anemic contempt a dependable drumbeat of bully news. Maybe a beardown 4th from spouse Taiwan Semi tin assistance shingle disconnected immoderate of the sellers.

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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces and sells integrated circuits and semiconductor devices. The institution provides fabrication and different related services. A caller inquired astir the banal during the January 7 episode, and Cramer responded:

“I get up astatine 2 a.m. to perceive to their league call. It’s magnificent. They truly cognize what they’re doing. Why bash I not ain it for the Charitable Trust? Well, frankly, it’s due to the fact that we ain NVIDIA, which is, you know, 1 of the largest clients, astir apt arguably the largest, and I don’t deliberation there’s a request to ain some of them, but Taiwan Semi is simply a precise bully company. NVIDIA’s got the aforesaid Taiwan risk, actually, arsenic Taiwan Semi to immoderate degree, though evidently one’s located successful Taiwan.”

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