TSMC. Reiterating Our Bullish Stance After Earnings
While Taiwan Semiconductor Manufacturing Company's Q4 2018 earnings were in line with expectations at ~$9.4 billion, the company's revenue forecast...
Smartkarma Originals
A Bear Investment Case for TSMC (In-Depth Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
Smartkarma Originals