ENTITY
Taiwan Semiconductor (TSMC)

Taiwan Semiconductor (TSMC) (2330 TT)

985
Analysis
Information TechnologyTaiwan
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.
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30 Apr 2018 08:52

Intel's 10nm Nightmare

Intel just announced record earnings for Q1 2018. Revenue was $16.1 billion, up 13% YoY and well ahead of the $15 billion +/- $500 million guidance...

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26 Apr 2018 07:57

Autonomous Driving- Intel's Mega-Billions Gamble

Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...

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24 Apr 2018 18:13

‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…

TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...

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23 Apr 2018 16:59

Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump

Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...

bullishHaseko Corp
16 Mar 2018 07:48

BBSP ASIA Equity - 14 March 2018

THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...

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