Robert Wachen
Verified record/TRACE receipts
Score—W·L0·0Win—
Avg-7.8%Win0%
Shows
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Top tickers
TSM1 calls
VRT1 calls
Speaker record
TSM/long/iltb
TSMC keeps winning because its customer service moat, not just tech, lets it out-collaborate every rival
You look at the tech, and the tech is the best in the world. But for me, the real value is all in the service. The TSMC customer service is way, way better than I have seen at any other company in any other industry.
Peak+2.3%
VRT/long/iltb
Trillion-dollar single-site token factories scale like fabs, so power and cooling demand per site compounds.
It is a matter of time. It's like asking, will you see a billion-dollar fab, or $10 billion fab, or $100 billion fab? It is inevitable that the economies of scale don't stop
Peak+3.0%