Use the podcast player below to listen to our discussion on Taiwan Semiconductor Company (TSMC) and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 19 January 2022) The megatrends are clear. The world is more digital then ever before and digitalisation isn’t likely to slow down. Chips may well be the new oil. The demand for them seems to be insatiable. With unit growth in products like smartphones and electric vehicles, along with increased silicon content per device (i.e. more computing power), there’s a double-whammy tailwind for demand in this industry. Taiwan Semiconductor Company (commonly called TSMC…
