COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
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How much WFE is required to produce a 1 GW datacenter?October 28, 2025 — Pierre Ferragu
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Gen AI Big Idea Series – Ayar Labs CEO, Mark Wade Co-packaged optics under the lid in 2028?October 27, 2025 — Pierre Ferragu
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OpenAI buildout plans – what do they tell us about best 5-year investment opportunities in tech?October 23, 2025 — Pierre Ferragu
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AI spending, Auto Cycle, Semicap in 2026, and more, our Weekly wrap-up.October 20, 2025 — Pierre Ferragu
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TSMC 3Q25: AI outlook strengthening; GM beat; strong set-up for 2026. Buy, NT$ 1,950.October 17, 2025 — Rolf Bulk and Pierre Ferragu
Events
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Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
Feb
25TechnologyFebruary 25, 2025 — VirtualHosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre Ferragu, Ben Harwood and Antoine ChkaibanWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Apr
10TechnologyApril 10, 2024 — VirtualHosted by Antoine ChkaibanWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
30TechnologyJanuary 30, 2023Hosted by Pierre Ferragu, Antoine Chkaiban and Dan SalmonWatch Replay -
Jan
11TechnologyJanuary 11, 2023Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
7 -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Nov
5 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Feb
4TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jan
20TechnologyJanuary 20, 2021Hosted by Pierre FerraguWatch Replay -
Sep
1TechnologySeptember 1, 2020Hosted by Pierre FerraguWatch Replay
