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AAPL , TSM

+40 pts



$AAPL - JP Morgan expects Mixed Reality headset production in 2Q22, but 'Apple Glasses' less likely in next 12-18 months due to supply constraints

By mooreideas on May 20, 2021, 1:12 p.m.
Tagged topics: analyst checks , supply constrained , Apple headset , virtual reality , Apple glasses , mixed reality device

Views: 167, Votes: 3, Responses: 2, Attachments: 2
TSM

+35 pts



Reuters: TSMC looks to double down on U.S. chip factories as talks in Europe falter

By adamsmith on May 14, 2021, 10:54 a.m.
Tagged topics: chip shortage , new chips , technologylogy , production

Views: 66, Votes: 3, Responses: 2, Attachments: 0
AAPL , TSM

+33 pts



$AAPL, $TSM - analysts expect M1 chip and 5G data to drive iPad upgrades, and TSMC to benefit from M1 chip in iPad/iMac, U1 chip in AirTags

By josiebe on April 21, 2021, 12:48 p.m.
Tagged topics: 5G , upgrade cycle , Deutsche Bank , JP Morgan , new products , AirTags , iPad Pro , M1 Chip , U1 Chip

Views: 149, Votes: 2, Responses: 0, Attachments: 4
TSM , AAPL

+34 pts



$TSM, $AAPL - JP Morgan expects Apple to launch 5 new iPhones in 2022, but no 'foldable iPhone' until 2023; bullish on TSMC from A15 ramp

By mooreideas on April 20, 2021, 11:57 a.m.
Tagged topics: analyst checks , supply chain data , JP Morgan , semiconductors , new iPhone launch , foldable iPhones , A15 , iPhone SE3

Views: 187, Votes: 1, Responses: 0, Attachments: 5
TSM , AMD , NVDA

+36 pts



$TSM, $AMD, $NVDA - Jefferies' "Processor Wars" deep dive report from June 2019 (as requested)

By mooreideas on April 18, 2021, 3:35 p.m.
Tagged topics: analyst checks , deep dive , Jefferies , semiconductors , processor war

Views: 65, Votes: 4, Responses: 0, Attachments: 26
TSM , AAPL , AMD , NVDA , QCOM

+38 pts



$TSM - Deutsche raises estimates for 2022 and 2023 on belief that TSMC has already received much higher level of commitment than normal

By mooreideas on April 16, 2021, 6:49 p.m.
Tagged topics: analyst raises estimates , competitive advantage , Deutsche Bank , strong demand , semiconductors , semi shortage , higher capex , upside to estimates

Views: 426, Votes: 5, Responses: 1, Attachments: 2
TSM , AMD , INTC , NVDA , QCOM , AAPL

+39 pts



$TSM - JP Morgan says investors should use near-term margin concerns as a buying opportunity, as long-term growth prospects are increasing clear

By bbern3 on April 15, 2021, 2:37 p.m.
Tagged topics: buying opportunity , gross margin , long-term story , earnings results , duopoly , JP Morgan , Taiwan , buy the dip , foundry industry

Views: 249, Votes: 2, Responses: 0, Attachments: 21
NVDA , INTC , TSM , AMD

+33 pts



$NVDA, $INTC - RayJay upgrades Nvidia to 'Strong Buy' with $750 target, and downgrades Intel to Underperform saying market now too optimistic on turnaround

By bbern3 on April 15, 2021, 11:03 a.m.
Tagged topics: new CEO , analyst downgrade , analyst upgrade , Raymond James , turnaround story , datacenter , more pain before gain , market share loss

Views: 182, Votes: 2, Responses: 0, Attachments: 10
AMD , INTC , TSM

+34 pts



$AMD, $INTC - RayJay says Intel will unlikely ever regain a transistor advantage vs. AMD, recommends buying AMD with target of $100

By bbern3 on April 15, 2021, 10:49 a.m.
Tagged topics: buying opportunity , market share gains , deep dive , Raymond James , semiconductors , fear of Intel resurgence , secular winner , technical advantage

Views: 147, Votes: 3, Responses: 0, Attachments: 15
TSM , INTC

+32 pts



$TSM - JP Morgan expects strong Q1 numbers and guide next week, despite Apple iPhone order adjustments

By mooreideas on April 8, 2021, 4:06 p.m.
Tagged topics: iPhone , earnings preview , improving outlook , JP Morgan , upside to estimates , US expansion plans , Intel Foundry Services

Views: 179, Votes: 2, Responses: 0, Attachments: 9
INTC , TSM

+35 pts



$INTC, $TSM - RayJay thinks increasing semi manufacturing in the US is a worth goal, but is skeptical of Intel's foundry initiative

By mooreideas on April 6, 2021, 12:02 p.m.
Tagged topics: Raymond James , semiconductors , semi shortage , Taiwan , geopolitical tensions , made in America , foundry industry , competitive disadvantage

Views: 133, Votes: 4, Responses: 0, Attachments: 3
TSM , INTC , AAPL , QCOM , IBM

+33 pts



$TSM, $INTC - Deutsche believes Intel would need US government intervention to gain big customers from TSMC

By mooreideas on April 3, 2021, 1:11 p.m.
Tagged topics: analyst checks , Taiwan , foundry partners , foundry industry , Arizona , catching up

Views: 210, Votes: 3, Responses: 2, Attachments: 3