Latest ideas and analyses related to foundry industry

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TSM

+5 pts





By rcapitalresearch on Dec. 8, 2021, 10:03 p.m.
Tagged topics: semiconductors , foundry industry , technology

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

+52 pts



$TSM Initiation Report on Taiwan Semiconductor Manufacturing Company

By Btam on Nov. 10, 2021, 6:31 a.m.
Tagged topics: semiconductors , foundry industry , technology

Views: 55, Votes: 5, Responses: 1, Attachments: 1
AMAT

+40 pts



$AMAT - Morgan Stanley raises target to $150 following largely expected strength from #foundry and #DRAM

By bbern3 on Aug. 20, 2021, 11:32 a.m.
Tagged topics: DRAM , analyst raises estimates , analyst raises target , Morgan Stanley , foundry industry

Views: 164, Votes: 5, Responses: 0, Attachments: 2
TSM , INTC

+41 pts



$TSMC $INTC - Needham says TSMC's competitive advantage is built on 'a wholistic foundry model' and won't be impacted by Intel's aim to achieve technology parity

By bbern3 on July 27, 2021, 12:57 p.m.
Tagged topics: competitive advantage , Needham , semiconductors , foundry industry

Views: 128, Votes: 6, Responses: 0, Attachments: 2
TSM , UMC

+38 pts



$TSM, $UMC - Goldman raises foundry market growth estimates, expects tightness here to stay until 2023

By mooreideas on June 1, 2021, 10:38 a.m.
Tagged topics: analyst raises estimates , analyst raises target , Goldman Sachs , strong demand , semiconductors , foundry industry

Views: 209, Votes: 4, Responses: 0, Attachments: 18
QCOM

+34 pts



$QCOM - Goldman (bear) sees potential Q2 upside surprise from QTL, but believes street estimates too high for 2H of 2021 and 1H of 2022

By bbern3 on April 27, 2021, 1:10 p.m.
Tagged topics: mmWave , earnings preview , supply constrained , Goldman Sachs , upside to estimates , foundry industry , handset shipments , Samsung

Views: 150, Votes: 3, Responses: 0, Attachments: 3
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
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
AAPL , INTC , QCOM , IBM , TSM

+5 pts



nice

By johnoneoff on April 4, 2021, 6:58 p.m.
Tagged topics: analyst checks , Taiwan , foundry partners , foundry industry , Arizona , catching up

Views: 3, Votes: 1, Responses: 0, Attachments: 0
AAPL , INTC , QCOM , IBM , TSM

+5 pts



Nice

By beat_the_street on April 4, 2021, 3:30 a.m.
Tagged topics: analyst checks , Taiwan , foundry partners , foundry industry , Arizona , catching up

Views: 1, Votes: 1, Responses: 0, Attachments: 0
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
TSM , AAPL , AMD

+42 pts



$TSM - Deutsche calls TSMC 'the kingmaker', the undisputed leader in foundry/logic manufacturing (deep dive from Jan 2021 as requested)

By mooreideas on April 3, 2021, 1:04 p.m.
Tagged topics: gross margin , secular growth , deep dive , Deutsche Bank , semiconductors , semi shortage , industry leader , foundry industry

Views: 349, Votes: 3, Responses: 0, Attachments: 19