COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
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TSMC: 3Q revenues beat. High conviction call for 2025.October 9, 2024 — Pierre Ferragu
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Semi cycle update 3Q24: 2025 reaccelerating across the boardSeptember 25, 2024 — Pierre Ferragu
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Asia Tech Tour Takeaways: AI great; Legacy Tech WeakSeptember 23, 2024 — Peter Vogel and Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Taiwan Monthly Sales Recap: August 2024: Sales + 22% YoYSeptember 16, 2024 — Peter Vogel and Pierre Ferragu
Events
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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 FerraguWatch 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 FerraguWatch 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
