It's never too frequent to talk about Taiwan Semiconductor ((TSM), the preeminent "lego builder" for the AI revolution.My colleague Ethan Feller just did a great analysis of the fundamentals two weeks ago and this week I wanted to go wide-angle on what their growth means for the global economy as they build a giant new foundry in Phoenix, Arizona.Here was the video I made Monday morning where I showed the company growth, the huge buy opportunity I missed on August 5, and some details about the first US-base ...