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

Samsung (005930.KS) projects record new third quarter profit of $80 billion, while Taiwan Semiconductor Manufacturing Company (TSM) saw its quarterly revenue surge by 51% year-over-year. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian assess whether these companies are still meeting AI infrastructure demands despite these standout performances. Video Transcript 00:00 Speaker A Samsung with a nine-fold increase in operating profit, right? Driven by the chips and the memory business. Uh to 80 billion for the quarter, revenue doubling, right? 00:08 Speaker A Uh Taiwan Semi reported sales up 50% in the quarter using their latest September data. So another big quarter for them.