---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000788156.md"
description: "“TSM is the core of the underlying manufacturing in the AI industry chain. Advanced chips like NVDA and AMD all need it for production. Its biggest advantages are its advanced manufacturing processes and advanced packaging capabilities. The more complex the AI chips are, the higher the demands on manufacturing capabilities. However, the company also faces geopolitical risks and capital expenditure pressure.”"
datetime: "2026-07-10T16:38:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000788156.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000788156.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000788156.md)
author: "[拓市](https://longbridge.com/en/profiles/2067312588887556096.md)"
generator: "portal-rs"
---

# “TSM is the core of the underlying manufacturing i…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**