COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
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The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?August 29, 2025 — Pierre Ferragu
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Nvidia 2FQ26: growth next year confirmed; $3-4tn AI infrastructure spend in 2030? Buy, $235 TPAugust 28, 2025 — Pierre Ferragu
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2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.July 28, 2025 — Pierre Ferragu
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Intel 2Q25: 14A hanging in the balance? Our take.July 25, 2025 — Pierre Ferragu
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America’s AI Action Plan. Our 5 quick takes.July 24, 2025 — 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
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
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Mar
25TechnologyMarch 25, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Nov
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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
