Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Federal Reserve expected to reduce interest rates amid labor market weakness and inflation concerns</li><li>Fed officials divided on future rate cuts, with market anticipating continued easing cycle and potential changes in personnel influencing decisions</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Federal Reserve expected to reduce interest rates amid labor market weakness and inflation concernsFed officials divided on future rate cuts, with market anticipating continued easing cycle and potential changes in personnel influencing decisionsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat

Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Confusion over TSMC's lower PE in the past due to lack of knowledge on margins and industry trends</li><li>TSMC reported better than expected numbers across the board, including higher margins, revenue, and Capex expansion</li><li>TSMC's focus on AI driving decisions on N3 expansion and Capex, with questions on valuation and market dynamics remaining prevalent</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Confusion over TSMC's lower PE in the past due to lack of knowledge on margins and industry trendsTSMC reported better than expected numbers across the board, including higher margins, revenue, and Capex expansionTSMC's focus on AI driving decisions on N3 expansion and Capex, with questions on valuation and market dynamics remaining prevalentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

<ul><li>Discussion with Josh Lipton about the resolution of companies not being locked out of China</li><li>Jensen and Lisa Su lobbying for their businesses in China</li><li>Political implications and progress in US-China trade relations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion with Josh Lipton about the resolution of companies not being locked out of ChinaJensen and Lisa Su lobbying for their businesses in ChinaPolitical implications and progress in US-China trade relationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

<ul><li>CES portfolio rebalancing happening at the beginning of the year</li><li>Predictions for semiconductor and tech industry in 2025</li><li>Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhones</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CES portfolio rebalancing happening at the beginning of the yearPredictions for semiconductor and tech industry in 2025Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhonesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office.</li><li>I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.</li><li>Today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program.</li></ul>

I had the opportunity to talk about the CHIPS Act’s progress with two people at the program office.I really think this is a great step in the right direction, and we talk about some of the misconceptions of the CHIPS program, and more.Today will be a pretty special interview podcast, and I have Dan Kim and Hassan Khan from the CHIPS program.

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

Taiwan

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

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TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

Briefing. TSMC Dismissed Bubble Fears, Why a 2% Target?, Warehouse Market Turns, New CoStar Threat

Casey's research report on unique business model with fresh food offerings and pizza sales released, Federal Reserve likely to reduce interest...

The Synopsis

EP 161: TSMC Earnings, Cerebras S1, Custom Semi Rumors, Apple CEO Change

Discussion on TSMC's PE valuation, margin business, revenue growth, and Capex raise, highlighting concerns about market dynamics and potential...

The Circuit

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

Discussion with Josh Lipton about the competition between Lisa Su and Jensen Huang to gain market share in China, amidst political implications for...

The Circuit

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Discussion on stock portfolio rebalancing and technology trends for 2025, including AI, semiconductor, and AR glasses markets, with predictions on...

The Circuit

An Interview with Dan Kim and Hassan Khan of the CHIPS Program Office

How the CHIPS Program office plans to divert the future of Semiconductors back to America. I had the opportunity to talk about the CHIPS Act’s...

Fabricated Knowledge

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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