Are Samsung and TSMC's record revenues still not enough for the AI trade?

What happened: Samsung (005930.KS) projected a record new third quarter profit, and Taiwan Semiconductor Manufacturing Company (TSM) reported quarterly revenue growth. Key numbers: Samsung projected $80 billion in third quarter profit. TSM quarterly revenue rose 51% year over year. Why it matters: Hosts Julie Hyman, Jake Conley, and Pras Subramanian assessed whether these companies are still meeting AI infrastructure demands despite the standout performances. Coverage: 6 outlets in 24h

Samsung (005930.KS) projected a record new third quarter profit, and Taiwan Semiconductor Manufacturing Company (TSM) reported quarterly revenue growth.

Hosts Julie Hyman, Jake Conley, and Pras Subramanian assessed whether these companies are still meeting AI infrastructure demands despite the standout performances.