Taiwan Semiconductor Sp Adr

TSMC (TSM.US, 2330.TT): Bright Outlook in 2022

Equity Bottom-Up
318 Views, 12 Jan 2022 14:22
Patrick has highlighted this Insight as a Top Pick
EXECUTIVE SUMMARY
  • TSMC's 2022 outlook is bright, but new drama around Intel's possible orders could define the foundry in 2023
  • IPhone's 2022 modem is currently equipped with Qualcomm’s design but 2023's will be designed by Apple
  • TSMC's continuously updated technology roadmap shows it as a tech-leader in the foundry space
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Patrick Liao
Taiwan Tech Focused Senior Analyst
TaiwanInformation TechnologyEquities

Being invited, I joined Sellside, i.e. JPMorgan, Nomura and Macquarie, totally around 9-10 years. Before that, I joined ... 

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