Cramer's Mad Dash: Taiwan Semi

Growth & Margins - TSMC sees growth in the mid-30% range, a significant increase from the initial 30% [2] - Gross margins are projected to reach 59-61%, a level considered highly profitable [3] Strategic Importance - TSMC's earnings report provides insight into the AI world [2] - TSMC is the primary foundry for both AMD and Nvidia [3]