Jim Cramer says Taiwan Semiconductor Manufacturing Company Limited has more business than it can handle amid Big Tech AI spending

During an April 27 episode, Jim Cramer commented on Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), stating the company "have more business than they can handle" and citing Arm Holdings' own supply constraints from Taiwan Semi as evidence of demand.

Taiwan Semiconductor Manufacturing Company Limited is described as the world's largest semiconductor foundry, producing and selling integrated circuits and semiconductor devices, and providing fabrication and related services.

Cramer expressed strong approval of the company, saying "I like TSM very, very much. I think it's terrific," and noted that despite the stock declining after the company's recent quarterly report, he viewed the quarter positively.