We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on TSM.
Choosing a single stock to buy and hold isn't an easy task. So many factors come into play, such as company longevity, ...
Russian troops are collapsing the northern part of the Ukrainian salient in Kursk Oblast after intensified operations in the area that follow the U.S. blocking intelligence sharing with Kyiv, ...
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President Trump says US chip making business was stolen by Taiwan, blames former presidents, reiterates Intel was great under ...
Nvidia sells the lion’s share of the parallel compute underpinning AI training, and it has a very large – and probably ...
Donald Trump has once again addressed the issue of the U.S. losing its dominance in the semiconductor industry, this time ...
Another big drawback for Intel was its loss of process-technology leadership in recent years. Intel has made some big strides with its next-generation process, called 18a, but it is still seen as ...
TSMC Chairman C.C. Wei recently held a press conference with US President Donald Trump at the White House, announcing an ...
While chip stock Intel (INTC) has been almost frantically trying to build its foundry operations, it still outsources quite a bit of its chip ...
Following months of negotiations, the Durham manufacturer in October received a $750 million award to fund its “nearly ...
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