Utilization rates for Taiwan Semiconductor Manufacturing (TSM 2.71%) were originally expected to bottom in Q2 before seeing a bounce back in the second half of the year. What is driving the sudden change in semiconductor demand? Check out the short video to learn what semiconductor investors Jose Najarro, Nicholas Rossolillo, and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of March 16, 2023. The video was published on March 17, 2023.