TSMC: New Signals Underscore N2’s Rise as a Blockbuster Node
​TSMC's N2 node is poised to be a game-changer in the AI HPC market, potentially increasing their market share beyond 70%.
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Taiwan Dual-Listings Monitor: TSMC & UMC Spreads Higher After Taiwan Market Holiday
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
558 Views
TSMC (2330.TT; TSM.US): 4Q25/2025 Outlook Could Outperform; 2nm Is Likely to Largest Adopted in 2026
​TSMC's 2Q25 growth expected at 39% YoY, potential upside if 4Q25 outperforms. Apple driving N2 ramp in 2026, revenue growth projected at 25% YoY...
651 Views
Taiwan Tech Weekly: Mediatek Eyes US Manufacturing, 40% Global Mkt Share; Micron Earnings Take-Aways
​Micron sees AI memory demand rising, MediaTek targets 40% market share, KYEC's stock surge driven by strong fundamentals.
351 Views
Primer: Taiwan Semiconductor (TSMC) - ADR (TSM US) - Sep 2025
TSMC is the world's undisputed leader in semiconductor manufacturing, commanding a dominant market share, particularly in advanced process nodes...
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