Taiwan Semiconductor Manufacturing Company (TSM) registered a successful year in 2022 that, however, has largely gone unnoticed considering the stock performance. In the meantime, the company's long-term prospects look optimistic. TSMC remains the technology leader in the...

The world's largest semiconductor foundry, Taiwan Semiconductor (NYSE:TSM), is reportedly set to unveil a new, flexible work schedule for its manufacturing employees.

Taiwan Semiconductor (TSM) will start trial operations...

Investment Thesis

The undergoing semiconductor sector downturn, the ongoing geopolitical tensions, and the Chip wars between the US and China have crashed the industry's valuation. However, the downturn has offered long-term investors the chance to buy companies that...

A war over silicon is brewing between the world's two largest economies as the U.S. looks to isolate China from one of the most important technologies of the future. This past summer saw the passing of the CHIPS ACT, which allowed the federal government to pour billions of...

Investment Thesis

Taiwan Semiconductor Manufacturing Company (TSM) is the biggest semiconductor foundry in the globe. The company has experienced substantial volatility over the past two years reaching its market capitalization peak at $730 billion, subsequently...

Investment overview

Since 1990 until 2020, global semiconductor market grew approximately 7.5% CAGR and outgrew global GDP by 2.5% per year. Since Taiwan Semiconductor Manufacturing (TSM) IPO in 1994, the company has grown its market value by over...