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Taiwan Semiconductor (TSMC)

Taiwan Semiconductor (TSMC) (2330 TT)

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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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bullishKinik Company
17 Jun 2024 01:01

TechChain Insights: Q&A with TSMC Supplier Kinik; Diamond Capex Implies Industry Strength Visibility

​Q&A with Kinik reveals expansion of diamond disk capacity crucial for semiconductor production, indicating high visibility into future industry...

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bullishMediatek Inc
16 Jun 2024 20:45

MediaTek (2454.TT): 2Q24 Guidance Is Achievable; to Take Advantage of the AI PC Replacement Trend.

​MediaTek anticipates a 5% increase in 3Q24, developing new processors for Windows OS and planning to use TSMC 3nm technology in 1H25.

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16 Jun 2024 13:11

TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.

​TSMC's strong growth outlook for 2024, driven by increasing CoWoS demand and impressive stock price performance, suggests continued success ahead.

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15 Jun 2024 05:01Syndicated

Tech Supply Chain Tracker (15-Jun-2024): 5G products made by Nokia and Foxconn in northern Vietnam.

Nokia and Foxconn are teaming up to produce 5G products in northern Vietnam, while Huawei makes gains in automotive tier-1 and London Tech Week...

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13 Jun 2024 20:00

Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again

Latest analysis for Taiwan ADR premiums including key levels to long or short the ADRs' premium or discount to their respective local Taiwan shares.

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