JHVEPhoto/iStock Editorial via Getty Images The TSMC Investment Thesis Taiwan Semiconductor Manufacturing Company (NYSE:TSM) or most commonly referred to as TSMC is the heart of today’s economy. This is because semiconductors are now a key part of nearly every type of electronic device, from cars to smart phones. Most people are probably not aware that…
Annabelle Chih/Getty Images News Investment Thesis TSMC (NYSE:TSM) is and will likely remain for years to come a prudent choice to invest in the semiconductor industry, which has been and is expected to remain a growing market over time. As a (pure play) foundry, TSMC derives its revenue from hundreds of customers, including a dozen…
Annabelle Chih Taiwan is once again at the center of attention, as Beijing has signaled publicly and privately that the ‘reunification’ of the island with the mainland is only a matter of time. While no one knows for sure what’s going to happen with Taiwan in the foreseeable future, the rise of tensions in the…
TMSC saw their quarterly profits plunge the highest since 2019. However, the company says that the the PC and smartphone market concerns are abating and chip demand is rising again. On Thursday, October 19, the Taiwan Semiconductor Manufacturing Company (TSMC) reported its Q3 2023 numbers with profit standing at 211 billion New Taiwan dollars ($6.69…
Annabelle Chih Introduction My thesis is that there is no chip manufacturer more important for the smartphone industry than TSMC (NYSE:TSM). Apple’s (AAPL) iPhone can’t exist without TSMC chips. Other major smartphone industry companies like Qualcomm (QCOM) and Huawei have a deep history with TSMC. Smartphones require small leading edge chips for optimal battery life…