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Taiwan Semiconductor Manufacturing Company (TSMC)
Sector Focus
Chip industry defies optimists as it conforms to historical patterns
The semiconductor market was predicted to break out of its boom-bust cycle in January. However, this does not seem so 12 months on
December 16, 2022
Tong's Portfolio
Do the opposite of those who are wrong most times
Conversely, you can also profit by doing the opposite of those who are wrong more often than right.
December 01, 2022
Broker's Calls
Chip manufacturers in China most impacted by chip war, global companies less so: DBS
The restrictions will affect Chinese semiconductor companies to manufacture advanced chips, as they require key foreign tech.
November 23, 2022
Tech
Semiconductors: A pawn in power politics?
All chips are equal, but some are more equal than others. Could the chip industry crash, or will some types of chips do better?
August 18, 2022
US stocks
Amazon favoured, EV makers spurned as Singaporeans cut US exposure: TD Ameritrade
Singapore investors were net buyers of Taiwan Semiconductor Manufacturing Company, differing from TD Ameritrade's global clients.
August 10, 2022
China-Taiwan ties
'The sky has not fallen' following Pelosi's Taiwan visit: George Yeo
“For the US, [it is] better to fight tonight. If you fight a year from now, China will be stronger.”
August 04, 2022
Semiconductor
ASML sees rising demand after earnings hit by supply snags
"We expect to revisit our scenarios for 2025 and growth opportunities beyond."
April 20, 2022
Semiconductor
This is why the TSMC juggernaut shows no signs of slowing
TSMC's undisputed leadership has allowed it to keep garnering more money for each slice of silicon it churns out
April 17, 2022
Geopolitics
Is Taiwan’s ‘silicon shield’ sturdy enough for investors?
Will Taiwan's semicon industry, which has a world spanning reach, protect it from Chinese military action, should it happen?
April 13, 2022
Tech
Is the semiconductor cycle turning?
"He who controls the spice, controls the universe." Are semiconductors the new "spice" of our world, and what are its prospects?
April 13, 2022