NVIDIA × TSMC
How AI demand becomes silicon.
NVIDIA shows us the demand for AI compute. TSMC shows us what it takes to manufacture it. Reading both companies together reveals more than studying either ticker alone.
Read research →Technology · Semiconductors · Supply Chain
Research the
connection.
We study how U.S. technology demand moves through Taiwan's semiconductor ecosystem — connecting products, capacity, capital spending and company results.
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TWNUSA
U.S. demand.
Taiwan manufacturing.
TWNUSA is a research project focused on the links between companies across the technology supply chain. We start with company presentations, compare what management teams are seeing, and follow the signals across the ecosystem.