Taiwan Semiconductor (TSM) – Powering the World’s AI Infrastructure, The Architects of AI, a Consumer Robotics Collapse, & the Battle of the Two Kevins: TWSS 7 - 12.15.2025

Episode 7 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The spotlight is on Taiwan Semiconductor (TSM), a leader in the global chip supply powering AI giants like NVIDIA, Apple, and AMD. Beyond Chips, Time crowns the “Architects of AI,” iRobot (IRBT) files chapter 11 amid tariff pressure, and Fed succession chatter heats up with the Battle of the “two Kevins” leading the odds.

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