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Taiwan Semiconductor Manufacturing Company (TSMC)
Semiconductor
Samsung's profit falls again on uneven chip demand recovery
Samsung's high-bandwidth memory lags rival SK Hynix
January 31, 2024
Semiconductor
TSMC’s outlook backs hopes for global tech recovery in 2024
The chipmaker projected revenue growth of at least 8% to US$18 billion to US$18.8 billion in the March quarter.
January 18, 2024
New appointments
TSMC chair steps down in power shift at global chip linchpin
Chairman Mark Liu plans to retire in 2024 and cede his role to Chief Executive Officer C.C. Wei
December 19, 2023
Semiconductor
Chip market troubles pose threats after AI euphoria
'Every time you say that about the chips, they always surprise you and the cycle happens anyway'
December 07, 2023
Investing strategies
Winners and losers in the global 'arms race' of generative AI
The darling of the S&P 500, Nvidia, has seen share price drops after new US export rules. Where should investors look to invest?
October 26, 2023
Semiconductor
TSMC asks suppliers to delay chip delivery, says Reuters
However, the delay is said to be for the short term only, says its source.
September 15, 2023
Semiconductor
TSMC tempers capex outlook to US$32 bil as chip demand weakens
On Tuesday, chairman Liu talked up TSMC’s longer-term prospects while expressing confidence about a broader 2024 sector recovery.
June 06, 2023
Environmental, Social and Governance
Bet on Asian sustainability leaders contributing to UN goals: abrdn
As of March 31, the fund’s top holding was Taiwan-listed Taiwan Semiconductor Manufacturing Co.
May 18, 2023
Tech
Buffett's TSMC selloff backs Apple over its supplier
Any investment is a risk, so it could be that Berkshire simply thinks the odds are better with the name it already knows
February 16, 2023
Sector Focus
Chip industry defies optimists as it conforms to historical patterns
The semiconductor market was predicted to break out of its boom-bust cycle in January. However, this does not seem so 12 months on
December 16, 2022