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Independent Investment Research
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
27 Apr 2024 19:13
Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC's Strength Vs. Samsung
Major take-aways from SK Hynix's latest industry visibility. The memory industry is likely to achieve a new all-time revenue level in 2025E.
Vincent Fernando, CFA
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82 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
23 Apr 2024 02:07
Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
Vincent Fernando, CFA
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282 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
22 Apr 2024 03:00
Taiwan Dual-Listings Monitor: TSMC Breaks Down From Extreme, UMC Discount Near Historical Low
TSMC and ASE ADR premiums fall from extreme highs; ChipMOS and UMC ADR discounts are near the lower end of their historical trading ranges.
Vincent Fernando, CFA
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296 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
22 Apr 2024 01:08
TSMC Just Provided Substantial Visibility into Their Long-Term Growth Estimate; ASML Adds Color
If you dig into the details, TSMC provided substantial insight into the company's internal estimates for long-term revenue. For ASML, we discuss...
Vincent Fernando, CFA
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355 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
16 Apr 2024 20:46
Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results
Apple supply chain names are dropping due to weak iPhone shipments, while global PC shipments are growing. TSMC and ASML results will be crucial...
Vincent Fernando, CFA
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279 Views
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