Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Thematic (Sector/Industry)

<ul>
<li>Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.</li>
<li>The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.</li>
<li>Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Semiconductor chips are essential building blocks of innovation and technological advancements in areas such as artificial intelligence, electrification, and cloud computing.
The global shortage of semiconductor chips has affected industries beyond high-tech products, such as the automotive industry where chips are vital for various functions like safety features, infotainment systems, and driver assistance technologies.
Understanding the significance of semiconductor chips can provide valuable insights for investors looking to capitalize on opportunities in the growing semiconductor industry.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Chipping Away at the Semiconductor Market

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Cross Asset Strategy

<ul><li>The hosts discuss the long-standing concern over the risk of conflict between China and Taiwan, which has been a topic of speculation for many years.</li><li>They note that recent events, such as the tensions between Russia and Ukraine and the Israel-Hamas conflict, have heightened concerns about the prospect of a hot conflict in the future.</li><li>The importance of Taiwan's economy and its role in global supply chains, particularly in the semiconductor industry, has made the potential disruption of these supply chains a major concern for the world. This, in turn, may give China more incentive to assert its position on the Taiwan issue.</li></ul>This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The hosts discuss the long-standing concern over the risk of conflict between China and Taiwan, which has been a topic of speculation for many years.They note that recent events, such as the tensions between Russia and Ukraine and the Israel-Hamas conflict, have heightened concerns about the prospect of a hot conflict in the future.The importance of Taiwan's economy and its role in global supply chains, particularly in the semiconductor industry, has made the potential disruption of these supply chains a major concern for the world. This, in turn, may give China more incentive to assert its position on the Taiwan issue.This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

The Massive Economic Impact If China Invades Taiwan

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

Equity Bottom-Up

<ul><li>TSMC has been operating as a monopoly, raising prices without consequence and controlling pricing in the industry.</li><li>Intel's CEO's recent comments about not investing in the next process without an external customer have raised concerns about the future of Intel's Foundry business.</li><li>The lack of commitment to future processes has led to suggestions that Intel should shut down fabs and secure capacity at TSMC, potentially impacting CPU competitiveness.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

TSMC has been operating as a monopoly, raising prices without consequence and controlling pricing in the industry.Intel's CEO's recent comments about not investing in the next process without an external customer have raised concerns about the future of Intel's Foundry business.The lack of commitment to future processes has led to suggestions that Intel should shut down fabs and secure capacity at TSMC, potentially impacting CPU competitiveness.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul><li>Quarter results not good, guidance for next quarter negative, stock down</li><li>Intel and Samsung causing order push outs for ASML</li><li>ASML facing cyclical challenges in semiconductor industry, potential impact on future manufacturing partnerships with TSMC and Intel</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Quarter results not good, guidance for next quarter negative, stock downIntel and Samsung causing order push outs for ASMLASML facing cyclical challenges in semiconductor industry, potential impact on future manufacturing partnerships with TSMC and IntelThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

<ul><li>American Express Business Gold Card offers flexible spending capacity and annual statement credits</li><li>Good news on chip production in the US with TSMC's new fab in Arizona</li><li>Discussion on the design, success, and failure of industrial policy with guest Vivek Chibber</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

American Express Business Gold Card offers flexible spending capacity and annual statement creditsGood news on chip production in the US with TSMC's new fab in ArizonaDiscussion on the design, success, and failure of industrial policy with guest Vivek ChibberThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Taiwan

Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs.  The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips.  Taiwan Semiconductor is an affiliate of Philips Electronics N.V.

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TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

Chipping Away at the Semiconductor Market

The Magellan in the Know episode discusses the growth and importance of the semiconductor industry, highlighting its role in technological...

MAGELLAN - IN THE KNOW

The Massive Economic Impact If China Invades Taiwan

In this podcast episode, the hosts introduce themselves, discuss the recurring risk between China and Taiwan, acknowledge their past incorrect...

Odd Lots

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

Overall, TSMC's dominance in the industry and Intel's hesitancy towards investing in new processes have raised concerns about a potential monopoly...

The Circuit

This Is How Industrial Policy Can Go Bad

The podcast explores American Express business gold card benefits, US industrial policy, TSMC's new fab in Arizona, guest speaker Vivek Chibber...

Odd Lots

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Chipping Away at the Semiconductor Market

The Magellan in the Know episode discusses the growth and importance of the semiconductor industry, highlighting its role in technological...

MAGELLAN - IN THE KNOW

The Massive Economic Impact If China Invades Taiwan

In this podcast episode, the hosts introduce themselves, discuss the recurring risk between China and Taiwan, acknowledge their past incorrect...

Odd Lots

EP:127 Intel Earnings, Exploring the Possible Scenario of a TSMC Monopoly

Overall, TSMC's dominance in the industry and Intel's hesitancy towards investing in new processes have raised concerns about a potential monopoly...

The Circuit

Episode 90: TSMC/ASML Earnings Signals, X86 Consortium, Nuclear Trending

ASML's stock price dropped due to poor quarter results attributed to delayed orders from Intel and Samsung, as well as soft orders from China,...

The Circuit

This Is How Industrial Policy Can Go Bad

The podcast explores American Express business gold card benefits, US industrial policy, TSMC's new fab in Arizona, guest speaker Vivek Chibber...

Odd Lots