Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC
Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...
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[Q2 Earnings Preview] TSMC: All Eyes on 2nm Chips, Fab Expansion & Continued Earnings Beat
TSMC reports Q2 results on 18/Jul. Investors will look to fabs expansion in US & Japan, & progress in 2nm & 3nm chips. TSMC holding 62% of global...
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TSMC (2330.TT; TSM.US): The 25% YoY Growth Rate Will Be Expected in 2024.
Taiwan Semiconductor (TSMC) - ADR (TSM US) could poise for 25% YoY growth in 2024, driven by AI focus and Apple demand.
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Taiwan Dual-Listings Monitor: TSMC Spread on Brink of Falling to Past Levels; UMC Extreme Premium
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
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Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range
ASE and ChipMOS premiums have bounced from the lower end of their trading ranges and could have further room to go higher. TSMC has remained...
410 Views