TSMC 1Q26: 66% Gross Margin Beat — What It Means for ASML, NVIDIA, MediaTek & 7 More
​Record gross margin beat and raised revenue guidance due to AI demand; supply constraints persist through 2027 with TSMC building new fabs; supply...
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TSMC Keeps Beating. Consensus Expects 38% EPS Growth in 2026. 1H26 EPS Growth Is Above 50% YoY.
​Impressive revenue and profit growth for TSMC, tight capacity leading to high Capex and new fabs, TSMC trading cheaper than ASML.
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Taiwan Tech Weekly: DRAM Strands US$1bn of Apple Chips; Customers Now Book 2030 Capacity
​TSMC faces DRAM shortage, smartphone processor shipments drop, memory revenue surges, industry forecast raised, Winbond and SanDisk see strong...
134 Views
Global Competitive Barrier Portfolio (14-Sep-2026)
The strategy seeks to invest in global companies with sustainable competitive advantages. By adopting a portfolio of stocks instead of individual...
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Primer: Taiwan Semiconductor Manufacturing Co. (TSMC34 BR) - Aug 2026
TSMC is the undisputed global leader in the semiconductor foundry market, possessing a dominant market share and unparalleled technological...
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