AI demand remains strong but YoY growth is plateauing. The rest of Tech end-demand remains weak (Consumer, PC, Auto, Industrials). Sept. monthly sales of TSMC (+40% YoY) and UMC (-1%) confirm this.
What is covered in the Full Insight:
Introduction
TSMC's Performance Analysis
UMC's Market Challenges
Sector Comps & Valuation
Global Semiconductor Trends
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.