Jim Cramer on Taiwan Semi: “They Have More Business Than They Can Handle”

They person much concern than they tin handle. What tin I say? Even tonight, Arm Holdings said that they were going person this, each this business, but the occupation is they can’t get each the chips they request from, yes, Taiwan Semi.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest semiconductor foundry, producing and selling integrated circuits and semiconductor devices. The institution provides fabrication and different related services. During the April 27 episode, a caller asked if the institution has “a batch of country to grow,” and Cramer replied:

I similar TSM very, precise much. I deliberation it’s terrific. I retrieve erstwhile it reported past week, the banal went down connected a perfectly bully quarter. I came successful here, I said, listen, I similar that quarter. I looked existent atrocious for astir 48 minutes, and that’s astir it. Taiwan Semi is simply a precise bully situation.

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