COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
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Bible 1Q23 – Foundry: prolonged inventory correction, second half recovery still on.May 23, 2023 — Pierre Ferragu
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TSMC: the paradox of lower revenues and higher capexMay 17, 2023 — Pierre Ferragu
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Bible 1Q23 - Smartphones: iPhone still defies broader slowdown; Semi inventory correction intensifies.May 11, 2023 — Pierre Ferragu
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Bible 1Q23 – Memory: past the trough?May 10, 2023 — Pierre Ferragu
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TSMC’s 2023 Tech Symposium: Our main takeawaysMay 3, 2023 — Pierre Ferragu
Events
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Jan
11TechnologyJanuary 11, 2023Hosted by Pierre FerraguWatch Replay -
Sep
01TechnologySeptember 1, 2020Hosted by Pierre FerraguWatch Replay -
Jan
20TechnologyJanuary 20, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Feb
04TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Nov
05 -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Jun
07 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18