Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

TSMC Q425. CEO "Very Nervous" About An AI Bubble? Yes But...

SK Hynix: Record Results, Cancellation of Treasury Shares, & Start of an AI Solution Co in the US

Samsung Electronics: A 20% Beat in OP for 4Q25 and a Special Dividend of 1.3 Trillion Won

Samsung Electronics Preferred - Time to Catch Up to Common Shares

Douglas Research Advisory

Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li><em><strong>"Tesla may need to build its own massive semiconductor manufacturing complex.” [Elon Musk] </strong></em></li>
<li>In recent weeks, Elon Musk has mentioned a real need for Tesla (TSLA US) to start manufacturing its own semiconductor chips.</li>
<li>In this insight, we discuss whether this is just a bluff or likely to be completed in the next 3-5 years.</li>
</ul>


"Tesla may need to build its own massive semiconductor manufacturing complex.” [Elon Musk] 
In recent weeks, Elon Musk has mentioned a real need for Tesla (TSLA US) to start manufacturing its own semiconductor chips.
In this insight, we discuss whether this is just a bluff or likely to be completed in the next 3-5 years.


Elon Musk Wants Tesla's TeraFab to Start Manufacturing Semiconductor Chips - A Bluff or For Real?