TSMC Has Increased Its Dividend. Again. It Will Keep Increasing.
TSMC's cash dividend has surged by 65% in 2 years and is expected to keep increasing. Consensus forecasts show TSMC's EPS growth matching ASML's,...
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Taiwan Tech Weekly: Taiwan Firms to Surge U.S. Investment Due to Trump?; AI PCs & Memory Expansion
Major tech companies like Hon Hai, Pegatron, and Quanta are preparing for increased U.S. investments. Asustek and Lenovo show strong growth in PC...
245 Views
Taiwan Dual-Listings Monitor: Weakness Could Open TSMC Long Level; ASE Short Interest Keeps Surging
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
250 Views
Tech News This Week: TSMC, Samsung, Amazon / Nvidia, Super Micro, Smartphone ASP Increasing, AI PC
TSMC faces export restrictions to China. Korea offers subsidies to chipmakers, but faces labor issue. Amazon ramps up AI chip production. Chip...
521 Views
Taiwan Semiconductor Mfg Co (TSM) - Tuesday, Aug 13, 2024
TSMC is at an inflection point in its growth story, with management showing willingness to exert pricing power and extract more value from the AI...
135 Views