Taiwan Semiconductor (TSMC)

Taiwan Semiconductor (TSMC) (2330 TT)

Information TechnologyTaiwan
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.
30 Nov 2023 21:24

TSMC: Defensive AI Play in Long Upward Re-Rating Trend?

We view TSMC as trading at an inexpensive valuation; even a cheap valuation should our hypothesis that the stock is structurally re-rating upwards...

30 Nov 2023 07:02

Taiwan Tech Weekly: Taiwan AI Top Losers; Dell to Provide PC/Server Color; Post-3Q Results Takeaways

Nanya and Yageo have been top gainers recently with Yageo achieving new 52-week highs; We rate the stocks as Outperform and Structural Long...

30 Nov 2023 05:26

Taiwan Tech Post-Earnings Takeaways: Semis Margins Underestimated? Hardware 2024E Forecasts Ramped

We analyze aggregate 3Q23 results data and analyst estimate changes for our entire Taiwan Tech universe. Changes for Hardware vs. Semiconductor...

28 Nov 2023 06:47

Taiwan Dual Listings Monitor: Spreads Generally Trading in the Middle of Their Ranges

In this piece, we provide our long and short levels for each dual-listing spread. Spreads are generally near the middle of their historical ranges.

27 Nov 2023 20:10

TSMC (2330.TT; TSM.US): 2024 High Conviction for Upside >15% YoY

TSMC is expected to experience growth of ~15% YoY in 2024F. TSMC's N3 is expected to dominate the market in 2024F, with applications in CPU, GPU,...

Patrick Liao