TSMC

Recap: FedEx and Taiwan Semiconductor Company

2022-08-10T22:18:05+02:00

Use the podcast player below to listen to our recap on FedEx and Taiwan Semiconductor Company, which accompanies the detailed write-up below: (Date of report: 10 August 2022) Recap shows are important in Magic Markets Premium. We strongly believe in a feedback loop and assessing our views and expectations against what actually happened. We always give it a few months after our work for a clear trend to establish itself. In this show, we recap two companies that have been beneficiaries of the pandemic. FedEx has loved a supply crunch that has allowed it to raise prices for moving goods across [...]

Recap: FedEx and Taiwan Semiconductor Company2022-08-10T22:18:05+02:00

PREMIUM: Taiwan Semiconductor Company – cyclical or secular?

2022-06-21T19:24:23+02:00

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 [...]

PREMIUM: Taiwan Semiconductor Company – cyclical or secular?2022-06-21T19:24:23+02:00

Title

Go to Top