Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending

9. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. When a caller mentioned that they wished to add to their position, Cramer commented:

They have more business than they can handle. What can I say? Even tonight, Arm Holdings said that they were going have this, all this business, but the problem is they can’t get all the chips they need 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 company provides fabrication and other related services. During the April 27 episode, a caller asked if the company has “a lot of room to grow,” and Cramer replied:

I like TSM very, very much. I think it’s terrific. I remember when it reported last week, the stock went down on a perfectly good quarter. I came in here, I said, listen, I like that quarter. I looked real bad for about 48 minutes, and that’s about it. Taiwan Semi is a very good situation.