Latest ideas and analyses related to Taiwan

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
TSM

+1 pts





By silverquest on Oct. 17, 2021, 12:51 p.m.
Tagged topics: earnings results , JP Morgan , semiconductors , Taiwan

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

+43 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: 32, Votes: 5, Responses: 1, Attachments: 2
TSM

+37 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: 99, 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: 26, 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: 225, Votes: 2, Responses: 0, 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: 105, Votes: 1, Responses: 0, Attachments: 2
INTC , TSM

+5 pts





By adamsmith on Aug. 26, 2021, 10:01 a.m.
Tagged topics: analyst estimates , semiconductors , Taiwan

Views: 3, Votes: 1, Responses: 0, Attachments: 0
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: 43, Votes: 4, Responses: 1, Attachments: 0
AAPL

+31 pts



$AAPL - Barclays data out of Taiwan suggests a weaker start to hardware revenues for September quarter

By mooreideas on Aug. 16, 2021, 4:16 p.m.
Tagged topics: analyst checks , iPhone shipments , Barclays , Taiwan

Views: 82, Votes: 1, 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: 291, Votes: 4, Responses: 0, Attachments: 2