COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
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Google 2Q24: GCP re-accelerating; capex beat, up 91% YoY.July 24, 2024 — Pierre Ferragu
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AI outlook strengthening further? Trailing edge recovering slowly, new export restrictions, and more. The Tech Weekly Wrap-upJuly 22, 2024 — Pierre Ferragu
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TSMC 2Q24: raising FY24 guidance; remains one of the most attractive AI names. Buy, NT$ 1,200July 19, 2024 — Pierre Ferragu
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TSMC 2Q24: raising FY24 guidance; remains one of the most attractive AI names.July 18, 2024 — Pierre Ferragu
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Semi cycle update 2Q24: Non-AI semis finding a bottom?July 15, 2024 — Pierre Ferragu
Events
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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 FerraguWatch Replay -
Jan
11TechnologyJanuary 11, 2023Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
07 -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Nov
05 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Feb
04TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jan
20TechnologyJanuary 20, 2021Hosted by Pierre FerraguWatch Replay -
Sep
01TechnologySeptember 1, 2020Hosted by Pierre FerraguWatch Replay
