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Taiwan Semiconductor Manufacturing Company (TSMC)
Global Markets
Asia ex-Japan equities to outperform as fundamentals stay intact: UBS AM
Choo sees opportunities for Asian ex-Japan equities through three themes: technology, credit growth and lifestyle upgrading.
April 28, 2021
Semiconductor
TSMC profit beats as chip shortage shows no sign of abating
The situation is likely to get worse before it gets better.
April 16, 2021
Semiconductor
PhillipCapital identifies Intel, TSMC, Applied Materials and Lam Research as beneficiaries on production ramp-ups
PhillipCapital says it remains positive on the semiconductor sector’s long-term outlook.
March 04, 2021
Global review
Chip shortage spirals beyond cars to phones and game consoles
Chips are in short supply as more digital devices are bought and used around the world.
February 10, 2021
Tech
Why TSMC is world's most underestimated tech giant
Thanks to the global chip shortage, Taiwan Semiconductor Manufacturing Co is now the world’s largest maker of customised chips.
February 05, 2021
Global Markets
World’s best stock market under Trump is Taiwan with 92% rally
The Taiex's 92% gain in US dollar terms beats the MSCI All-Country World Index’s 53%.
January 20, 2021
Tech
Intel Outside in a new world order for chips
Might Intel Corp be headed the way of IBM to a slow and steady fall into oblivion? Just look at how well AMD and Nvidia are doing.
December 18, 2020
Company in the news
iPhone chipmaker TSMC lifts 2020 outlook expecting big 5G boost
TSMC expects strong demand from 5G smartphones and server chips as countries gradually emerge from the Covid-19 pandemic.
October 16, 2020
Tech
Why the US-China chip war is heating up
With the US ban on China chip makers, the latter has its work cut out as it attempts to become a semiconductor superpower.
September 18, 2020
Investing ideas
Heavy is the head that wears the crown
With great power, comes great responsibility
July 30, 2020