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bearish
Taiwan Semiconductor (TSMC)
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TSMC, UMC Monthly Sales: TSMC up Strong but Plateauing, UMC Lackluster, Confirming 2 Big Trends
Equity Bottom-Up
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10 Oct 2024 17:07
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.
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TSMC's Performance Analysis
UMC's Market Challenges
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Global Semiconductor Trends
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