COMPANY
TSMC
2330:TT

Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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Bible 2Q25 – Foundries: Upside for TSMC; others at risk.September 10, 2025 — Pierre Ferragu
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Oracle RPOs: Beginning of the bubble... or beginning of the AI era?September 10, 2025 — Pierre Ferragu and Antoine Chkaiban
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XPUs: Sizing the upside for Broadcom and the downside for NvidiaSeptember 9, 2025 — Pierre Ferragu and Antoine Chkaiban
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The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?August 29, 2025 — Pierre Ferragu and Antoine Chkaiban
Events
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Mar
14TechnologyMarch 14, 2025 — VirtualWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualWatch Replay -
Feb
25 -
Dec
17TechnologyDecember 17, 2024Watch Replay -
Sep
26TechnologySeptember 26, 2024Watch Replay -
Aug
28 -
Jul
10TechnologyJuly 10, 2024Watch Replay -
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
7 -
Mar
25TechnologyMarch 25, 2022Watch Replay -
Nov
5 -
Oct
18 -
Feb
4TechnologyFebruary 4, 2021Watch Replay -
Jan
29TechnologyJanuary 29, 2021Watch Replay -
Jan
20 -
Sep
1TechnologySeptember 1, 2020Watch Replay