Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Equity Derivatives

TSMC (Taiwan Semiconductor Manufacturing) / Equity Derivatives

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>Our model recently signaled that <a href="https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-company" target="_blank" data-smartkarma-citation="entities:11230:1" rel="noopener">Taiwan Semiconductor (TSMC) (2330 TT)</a> is overbought. Strangely, it is overbought on the TIME model but not on the PRICE model, a bearish divergence.</li>
<li>On Friday Trump announced that next week he will slap 300% import tariffs on semiconductors imports. TSMC has factories in the United States so in theory it's exempt.</li>
<li>South Korea, Malaysia and Philippines' semiconductor industries are going to be affected the most, leaving TSMC in a very good position BUT <a href="https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-company" target="_blank" data-smartkarma-citation="entities:11230:1" rel="noopener">TSMC</a> IS OVERBOUGHT and will pulback soon.
</li>
</ul>


Our model recently signaled that Taiwan Semiconductor (TSMC) (2330 TT) is overbought. Strangely, it is overbought on the TIME model but not on the PRICE model, a bearish divergence.
On Friday Trump announced that next week he will slap 300% import tariffs on semiconductors imports. TSMC has factories in the United States so in theory it's exempt.
South Korea, Malaysia and Philippines' semiconductor industries are going to be affected the most, leaving TSMC in a very good position BUT TSMC IS OVERBOUGHT and will pulback soon.



TSMC’s Outlook After Trump’s 300% Semiconductor Tariff Bombshell

Philippines

SFA Semicon Philippines Corporation manufactures and supplies semiconductor products. The Company offers semiconductor chips, modules, and cards. SFA Semicon Philippines serves customers worldwide.

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SFA Semicon Philippines (SSP PM)

TSMC’s Outlook After Trump’s 300% Semiconductor Tariff Bombshell

Despite being immune from Trump's upcoming 300% import tariffs on semiconductors, TSMC is overbought, according to our model. We expect the stock...

Nico Rosti

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52-week Range

Market Cap (USDm)

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TSMC’s Outlook After Trump’s 300% Semiconductor Tariff Bombshell

​Despite being immune from Trump's upcoming 300% import tariffs on semiconductors, TSMC is overbought, according to our model. We expect the stock...

Nico Rosti

Despite being immune from Trump's upcoming 300% import tariffs on semiconductors, TSMC is overbought, according to our model. We expect the stock...