Voices on TSMC
Why people invest, in their words, next to the SEC numbers.
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
2 of 56 Voices · Deutsch
TSMTim GarrattInvestorJul 10, 2026Invests
Our summary: Garratt said TSMC (with ASML) has durable structural advantages and proven high margins, contrasting it with SK Hynix as a cyclical bet.
CNBC interview ›
Details ⓘ
- Speaker
- Tim Garratt, Baillie Gifford
- Role
- Investor
- Source
- CNBC
- Format
- TV interview
- Date
- Jul 10, 2026
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Jul 10, 2026; the view may have changed.
TSMBrook DaneInvestorOct 7, 2025InvestsOlder statement
Our summary: Dane listed TSMC alongside Nvidia among his top AI infrastructure stocks to buy.
CNBC article ›
Details ⓘ
- Speaker
- Brook Dane, Goldman Sachs Asset Management
- Role
- Investor
- Source
- CNBC
- Format
- News article
- Date
- Oct 7, 2025
- Checked
- Oct 15, 2026
Voice details · not SEC data. As stated on Oct 7, 2025; the view may have changed.
Correction or removal request: hello@hollsteen.com · never used for numbers or citations.