COMPANY

TSMC

3160:TT

Primary coverage by Pierre Ferragu

Research

Events

Jul
7
Technology

Intel: Strong catalyst ahead; upside already reflected in valuation. Increase TP to $122, Neutral.

July 7, 2026 – July 7, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Apr
10
Technology

Intel: is 35-40% Foundry gross margin ever achievable?

April 10, 2026 – April 10, 2026 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
26
Technology

Strengthening AI infrastructure outlook: Implications for semicap

January 26, 2026 — Virtual
Hosted by Pierre Ferragu

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Jan
13
Technology

2026 Tech Infrastructure Top Picks

January 13, 2026 — Virtual
Hosted by Pierre Ferragu, Antoine Chkaiban and Ben Harwood

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Mar
14
Technology

Conference Call: GPUs vs. ASICs – Clash of the Titans.

March 14, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Mar
13
Technology

Asia Tech Tour Debrief: NVDA, Tariffs, Embargoes, PC & Smartphone

March 13, 2025 — Virtual
Hosted by Peter Vogel and Rolf Bulk

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Feb
25
Technology

Intel: Breaking up the dream?

February 25, 2025 — Virtual
Hosted by Pierre Ferragu

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Dec
17
Technology

2025 Health check on Autos, Industrials, PCs & Smartphones

December 17, 2024
Hosted by Pierre Ferragu, Ben Harwood and Antoine Chkaiban

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Sep
26
Technology

REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

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Aug
28
Technology

REPLAY: TSMC in 2025: the #1 growth driver won’t be AI!

August 28, 2024
Hosted by Pierre Ferragu

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Jul
10
Technology

Replay - Conf Call: AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.

July 10, 2024
Hosted by Pierre Ferragu

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Apr
10
Technology

How is Intel Foundry shaping up? Implications for the industry.

April 10, 2024 — Virtual
Hosted by Antoine Chkaiban

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Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Oct
11
Technology

CoWoS, HBM, Hybrid Bonding and the A.I. boom.

October 11, 2023 — Virtual
Hosted by Pierre Ferragu

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Jan
30
Technology

ChatGPT – Implications of large language models for tech infrastructure (NVDA, TSMC, …)

January 30, 2023
Hosted by Pierre Ferragu, Antoine Chkaiban and Dan Salmon

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Jan
11
Technology

TSMC in 2023: flying through a semi pullback? Buy, target price NT$ 580

January 11, 2023
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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Sep
12
Technology

The Tech Infrastructure Quarterly Bible 2Q22

September 12, 2022
Hosted by Pierre Ferragu

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Jun
7
Technology

BESI CEO Unplugged Conference Call

June 7, 2022
Hosted by Pierre Ferragu

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Mar
25
Technology

Dojo, TPU, Cerebras, IPU, GPU et al. Thoughts on the future of Exascale computing architectures

March 25, 2022
Hosted by Pierre Ferragu and Antoine Chkaiban

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Nov
5
Technology

3Q21 VLSI Conference Call

November 5, 2021
Hosted by Pierre Ferragu

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Oct
18
Technology

Semiconductors - Time to talk cycle again

October 18, 2021
Hosted by Pierre Ferragu

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Feb
4
Technology

TSMC: Does the 2021 capex hike imply $100bn revenues and $30bn FCF in 2026?

February 4, 2021
Hosted by Pierre Ferragu

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Jan
29
Technology

Intel outsourcing to TSMC - Is intel improving or deteriorating its competitiveness in the process?

January 29, 2021
Hosted by Pierre Ferragu

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Jan
20
Technology

Deep dive into how Intel will outsource to TSMC

January 20, 2021
Hosted by Pierre Ferragu

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Sep
1
Technology

TSMC: Coverage initiation A great 10-year run behind... and another great 10-year run coming. Buy; NT$ 640 target price.

September 1, 2020
Hosted by Pierre Ferragu

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