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TSM

+46 pts



$TSMC - Stronger growth at better GMs

By bbern3 on Oct. 17, 2021, 11:49 a.m.
Tagged topics: earnings results , JP Morgan , semiconductors , Taiwan

Views: 45, Votes: 5, Responses: 2, Attachments: 2
TSM , INTC

+36 pts



$TSMC - Deutsche says 3nm delay is not going to change TSMC's dominance in leading-edge share

By bbern3 on Oct. 14, 2021, 10:11 a.m.
Tagged topics: competitive advantage , Deutsche Bank , semiconductors , Market dominance , 3nm delays

Views: 169, Votes: 3, Responses: 0, Attachments: 2
TSM

+34 pts



$TSMC and Sony to Partner in ¥800bn Plant Investment

By phenphen on Oct. 13, 2021, 5:53 p.m.
Tagged topics: partnership , Jefferies , Sony

Views: 39, Votes: 2, Responses: 0, Attachments: 2
TSM

+35 pts



$TSMC - Strong outlook remains intact

By phenphen on Oct. 13, 2021, 5:51 p.m.
Tagged topics: earnings preview , Jefferies , semiconductors

Views: 39, Votes: 2, Responses: 0, Attachments: 2
TSM

+39 pts



$TSMC - JPM says N3 risk production now likely to happen in 1H22, or a couple of quarters later than previously thought

By bbern3 on Oct. 12, 2021, 11:29 a.m.
Tagged topics: JP Morgan , semiconductors , Taiwan

Views: 136, Votes: 2, Responses: 0, Attachments: 2
TSM

+34 pts



$TSMC - JPM seeing further upside to capex and long-term growth

By bbern3 on Oct. 11, 2021, 1:13 p.m.
Tagged topics: JP Morgan , Needham , semiconductors , Taiwan , higher capex

Views: 42, Votes: 2, Responses: 0, Attachments: 4
TSM

+35 pts



$TSMC - Stifel believes capex will further increase over next few years to maintain market share at the most advanced nodes

By bbern3 on Oct. 8, 2021, 5:03 p.m.
Tagged topics: capex , market share gains , Stifel , semiconductors , Taiwan

Views: 262, Votes: 2, Responses: 0, Attachments: 2
ASML , AMAT , KLAC , LRCX , TSM , INTC , MU , ENTG

+60 pts



Goldman says use of Extreme Ultraviolet (EUV) lithography in semiconductors is more extensive than previously thought

By bbern3 on Sept. 22, 2021, 12:45 p.m.
Tagged topics: deep dive , Goldman Sachs , semiconductors , EUV , Extreme Ultraviolet lithography

Views: 302, Votes: 7, Responses: 2, Attachments: 2
INTC , DELL , AMD , NVDA , TSM , AVGO , MRVL , AMAT

+36 pts



RayJay sees upside to estimates for semis through year-end given strong demand, increasing supply, and low inventory

By bbern3 on Sept. 21, 2021, 11:47 a.m.
Tagged topics: supply constrained , Raymond James , strong demand , semiconductors , inventory levels

Views: 133, Votes: 2, Responses: 0, Attachments: 2
TSM , AAPL

+31 pts



$TSM - Needham says the bear argument on N4 & N3 transistor density gains are flawed, sees $AAPL leading N3 adoption

By bbern3 on Sept. 20, 2021, 11:24 a.m.
Tagged topics: Needham , semiconductors , transistor density

Views: 285, Votes: 1, Responses: 0, Attachments: 2
TSM , AMAT , LRCX , TER , ENTG

+40 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: 184, 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: 140, 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: 216, 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: 2561, 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: 120, 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: 49, Votes: 4, Responses: 1, Attachments: 0
INTC , TSM , AMD

+33 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: 1869, 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: 181, 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: 298, 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: 304, Votes: 4, Responses: 0, Attachments: 2