COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
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Microsoft & Google 1Q24: cloud capex to accelerate in 2024April 26, 2024 — Pierre Ferragu
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Microsoft & Google 1Q24: Public cloud growth is sustainably re-acceleratingApril 26, 2024 — Pierre Ferragu
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Supermicro scare, Auto semi correction, ASML’s order slump, 5G cycle, and more. The Tech Weekly Wrap-up.April 22, 2024 — Pierre Ferragu
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TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong. Buy, NT$920 Target Price.April 19, 2024 — Pierre Ferragu
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TSMC 1Q24: Auto cycle hits; leading-edge demand remains strongApril 18, 2024 — Pierre Ferragu
Events
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Apr
10TechnologyApril 10, 2024 — VirtualWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Oct
11 -
Jan
30TechnologyJanuary 30, 2023Watch Replay -
Jan
11TechnologyJanuary 11, 2023Watch Replay -
Oct
18 -
Sep
12 -
Jun
07 -
Mar
25TechnologyMarch 25, 2022Watch Replay -
Nov
05 -
Oct
18 -
Feb
04TechnologyFebruary 4, 2021Watch Replay -
Jan
29TechnologyJanuary 29, 2021Watch Replay -
Jan
20 -
Sep
01TechnologySeptember 1, 2020Watch Replay