Latest Insights on TSM

How far reaching is the AI boom? Chart of the Week: The Other Side of the AI Trade July 2, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian says AI isn't just a U.S. story. This week's chart shows some of the biggest beneficiaries of the AI boom could be overseas.
How is AI changing hiring practices today? Chart of the Week: AI Is Reshaping the Labor Market March 5, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian says if you want to see how AI is changing work, you just need to look at the hiring data. Today's chart reveals AI's shocking impact.
How should we deal with AI that's growing up fastr than we expected? AI Is Growing Up And We Need To Guide It February 9, 2026 by Ian King Artificial Intelligence, Daily Disruptor Ian says Dario Amodei's recent essay helps explain why the next phase of AI will test more than just the technology itself.
How is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures January 29, 2026 by Ian King Daily Disruptor, New Energy Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
How will lower inference costs help make AI universal? Chart of the Week: How AI Becomes Universal January 22, 2026 by Ian King Artificial Intelligence, Daily Disruptor To date, AI has mostly relied on large cloud providers and centralized compute. Ian shares a chart showing something different is coming.

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