COMPANY

TSMC

2330:TT

Primary coverage by Pierre Ferragu

Research

Events

Apr
10
Technology

Intel: is 35-40% Foundry gross margin ever achievable?

April 10, 2026 – April 10, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Event Details
Jan
26
Technology

Strengthening AI infrastructure outlook: Implications for semicap

January 26, 2026 — Virtual
Hosted by Pierre Ferragu

Watch Replay
Jan
13
Technology

2026 Tech Infrastructure Top Picks

January 13, 2026 — Virtual
Hosted by Pierre Ferragu, Antoine Chkaiban and Ben Harwood

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Mar
14
Technology

Conference Call: GPUs vs. ASICs – Clash of the Titans.

March 14, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Watch Replay
Mar
13
Technology

Asia Tech Tour Debrief: NVDA, Tariffs, Embargoes, PC & Smartphone

March 13, 2025 — Virtual
Hosted by Peter Vogel and Rolf Bulk

Watch Replay
Feb
25
Technology

Intel: Breaking up the dream?

February 25, 2025 — Virtual
Hosted by Pierre Ferragu

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Dec
17
Technology

2025 Health check on Autos, Industrials, PCs & Smartphones

December 17, 2024
Hosted by Pierre Ferragu, Ben Harwood and Antoine Chkaiban

Watch Replay
Sep
26
Technology

REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

Watch Replay
Aug
28
Technology

REPLAY: TSMC in 2025: the #1 growth driver won’t be AI!

August 28, 2024
Hosted by Pierre Ferragu

Watch Replay
Jul
10
Technology

Replay - Conf Call: AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.

July 10, 2024
Hosted by Pierre Ferragu

Watch Replay
Apr
10
Technology

How is Intel Foundry shaping up? Implications for the industry.

April 10, 2024 — Virtual
Hosted by Antoine Chkaiban

Watch Replay
Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

Watch Replay
Oct
11
Technology

CoWoS, HBM, Hybrid Bonding and the A.I. boom.

October 11, 2023 — Virtual
Hosted by Pierre Ferragu

Watch Replay
Jan
30
Technology

ChatGPT – Implications of large language models for tech infrastructure (NVDA, TSMC, …)

January 30, 2023
Hosted by Pierre Ferragu, Antoine Chkaiban and Dan Salmon

Watch Replay
Jan
11
Technology

TSMC in 2023: flying through a semi pullback? Buy, target price NT$ 580

January 11, 2023
Hosted by Pierre Ferragu

Watch Replay
Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

Watch Replay
Sep
12
Technology

The Tech Infrastructure Quarterly Bible 2Q22

September 12, 2022
Hosted by Pierre Ferragu

Watch Replay
Jun
7
Technology

BESI CEO Unplugged Conference Call

June 7, 2022
Hosted by Pierre Ferragu

Watch Replay
Mar
25
Technology

Dojo, TPU, Cerebras, IPU, GPU et al. Thoughts on the future of Exascale computing architectures

March 25, 2022
Hosted by Pierre Ferragu and Antoine Chkaiban

Watch Replay
Nov
5
Technology

3Q21 VLSI Conference Call

November 5, 2021
Hosted by Pierre Ferragu

Watch Replay
Oct
18
Technology

Semiconductors - Time to talk cycle again

October 18, 2021
Hosted by Pierre Ferragu

Watch Replay
Feb
4
Technology

TSMC: Does the 2021 capex hike imply $100bn revenues and $30bn FCF in 2026?

February 4, 2021
Hosted by Pierre Ferragu

Watch Replay
Jan
29
Technology

Intel outsourcing to TSMC - Is intel improving or deteriorating its competitiveness in the process?

January 29, 2021
Hosted by Pierre Ferragu

Watch Replay
Jan
20
Technology

Deep dive into how Intel will outsource to TSMC

January 20, 2021
Hosted by Pierre Ferragu

Watch Replay
Sep
1
Technology

TSMC: Coverage initiation A great 10-year run behind... and another great 10-year run coming. Buy; NT$ 640 target price.

September 1, 2020
Hosted by Pierre Ferragu

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