We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on TSM.
Russian troops are collapsing the northern part of the Ukrainian salient in Kursk Oblast after intensified operations in the area that follow the U.S. blocking intelligence sharing with Kyiv, ...
Taiwan Semiconductor Manufacturing's (NYSE:TSM) revenue for February 2024 jumped 43% year-over-year to NT$260.01B, amid ...
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President Trump says US chip making business was stolen by Taiwan, blames former presidents, reiterates Intel was great under ...
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably ...
Donald Trump has once again addressed the issue of the U.S. losing its dominance in the semiconductor industry, this time ...
Another big drawback for Intel was its loss of process-technology leadership in recent years. Intel has made some big strides with its next-generation process, called 18a, but it is still seen as ...
Despite the S&P 500's lackluster February, not all stocks in the index followed the same trend. Two companies, in particular, ...
TSMC Chairman C.C. Wei recently held a press conference with US President Donald Trump at the White House, announcing an ...
Thanks to the bipartisan CHIPS Act, tech giant Intel chose to invest billions in Ohio to develop a massive semiconductor ...
While chip stock Intel (INTC) has been almost frantically trying to build its foundry operations, it still outsources quite a bit of its chip ...
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