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TSM , AMAT , LRCX , TER , ENTG

+37 pts



Goldman raises estimates for Wafer Fab Equipment to reflect capex upside, remains constructive on semiconductors

By bbern3 on Sept. 16, 2021, 11:05 a.m.
Tagged topics: analyst raises estimates , Goldman Sachs , semiconductors , wafer fab equipment

Views: 103, Votes: 3, Responses: 0, Attachments: 2
AAPL , TSM

+31 pts



$AAPL - Goldman expects 'meaningful update' to #AppleWatch and no-interest installment payment options through #ApplePay

By mooreideas on Sept. 14, 2021, 10:42 a.m.
Tagged topics: Apple Watch , product launch , Apple Pay , Goldman Sachs , preview

Views: 113, Votes: 1, Responses: 0, Attachments: 2
TSM

+35 pts



$TSMC - Jefferies says TSMC could raise capex again, expects money to flow back to TSMC in 2022

By bbern3 on Sept. 7, 2021, 12:40 p.m.
Tagged topics: capex , price increase , Jefferies , semiconductors

Views: 145, Votes: 2, Responses: 1, Attachments: 2
TSM

+38 pts



$TSMC - JP Morgan raises long-term growth outlook, says TSMC is on track to reach $100bn revenues by 2025

By bbern3 on Sept. 7, 2021, 12:29 p.m.
Tagged topics: analyst raises estimates , analyst raises target , JP Morgan , semiconductors

Views: 2515, Votes: 3, Responses: 1, Attachments: 2
TSM

+31 pts



$TSMC - Jefferies believes TSMC is trying to improve cashflows as it bids to cut supplier costs 15% and raise prices

By bbern3 on Sept. 2, 2021, 12:02 p.m.
Tagged topics: price increase , cost efficiencies , Jefferies , semiconductors , Taiwan

Views: 95, Votes: 1, Responses: 0, Attachments: 2
TSM

+35 pts



TSMC is NOT a good choice with its high price.

By robertinjob on Aug. 26, 2021, 4:46 a.m.
Tagged topics: analyst estimates , semiconductors , Taiwan

Views: 37, Votes: 4, Responses: 1, Attachments: 0
INTC , TSM , AMD

+31 pts



$INTC $TSMC $AMD - Stifel says localization (growth in US-based capacity) supports long-term growth of the industry

By bbern3 on Aug. 25, 2021, 1:01 p.m.
Tagged topics: secular growth , Stifel , semiconductors , localizing world

Views: 1827, Votes: 1, Responses: 0, Attachments: 2
TSM , AAPL

+40 pts



$TSMC - price increases should relief market concerns on the longevity of the semis upcycle into 2022

By bbern3 on Aug. 25, 2021, 12:29 p.m.
Tagged topics: alleviate concerns , analyst raises estimates , analyst raises target , JP Morgan , Needham , semiconductors

Views: 154, Votes: 4, Responses: 1, Attachments: 4
TSLA , GM , F , APTV , LEA , MGA , VC , TSM , Semiconductors

+39 pts



Despite some optimism of #semishortage easing in 2H, the situation remains 'dynamic and visibility is limited'

By cassie on Aug. 16, 2021, 12:59 p.m.
Tagged topics: electric vehicles , Goldman Sachs , semiconductors , semi shortage , limited visibility

Views: 280, Votes: 5, Responses: 0, Attachments: 2
TSM

+37 pts



$TSMC - Goldman says 'clear EBITDA margin expansion on the way'

By bbern3 on Aug. 12, 2021, 8:05 p.m.
Tagged topics: buying opportunity , margin expansion , Goldman Sachs , semiconductors , Taiwan

Views: 278, Votes: 4, Responses: 0, Attachments: 2
buybacks
Industry Leader Apple's Trust
Bullish Outlook
lack of chips
Choosen partner for most
dividends
valuation
Long term orders
US push
p/e too high