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11 articles for Taiwan Semiconductor Manufacturing Co Ltd
Semiconductors split by US-China de-coupling
New US restrictions on global semiconductor and semi equipment sales to China. TSMC, the largest outsourced semiconductor supplier, alone is over 5% of MSCI EM. The silver lining is that TSMC PE's valuation is already at a 40% discount to its five-ye...
Hasnain Malik @ Tellimer Research 14 October 2022
China's response to Pelosi trip does not trigger crisis (yet)
Last week's Taiwan visit by US House Speaker Nancy Pelosi and the military drills by China, in response, have brought long-standing geopolitical risks to the fore for global investors. The scale of military drills conducted by China in response is al...
Hasnain Malik @ Tellimer Research 8 August 2022
Taiwan Semiconductor Manufacturing Co Ltd: Vermilion Short Shots: Technically Vulnerable Stocks
REX, MLM, DDD, ACMR, BMI, CARR, DOV, FELE, GE, IR, KRNT, PRLB, WTS, CMCO, LII, ABB, GNRC, JCI, AMD, AMBA, ASML, IPGP, KLAC, MRVL, NVDA, QRVO, SITM, SWKS, TSM, VICR, VSAT, AXON, BA, ZBRA, AZTA, SNBR, ROKU, FOXF, MBUU, TTW
David Nicoski @ Vermilion Research 28 April 2022
China-Taiwan impact from Russia-Ukraine
The nightmare scenario for those who decry the erosion of an international order, governed by a "rules-based" system, is that China feels emboldened by the tepid military response, so far, with which Russian actions in Ukraine have been met, to accel...
Hasnain Malik @ Tellimer Research 24 February 2022
Taiwan foreign equity outflows amid China friction but index weight still rising
Despite ongoing territorial tension around Taiwan and net foreign selling of Taiwan equities, the weight of Taiwan keeps going up in the MSCI EM index. But ongoing events around Taiwan mean it too should remain in focus. Taiwan equities (TWSE index),...
Hasnain Malik @ Tellimer Research 25 January 2022
Strength in semiconductors to continue
The supply crunch for semiconductors has driven record sales and profitability across. Charts indicate an upside that broke the 5-year high. Furthermore, the rebound from Mid-2019 shows the strongest record growth for 2 years straight. Global sales g...
Chua Wei Ren @ PhillipCapital 4 October 2021
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Taiwan
Asia
Technology Hardware & Equipment
About
Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.
