Continue selling hardware calls. $Taiwan Semiconductor(TSM.US)
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News
- Movers Alert · 28 minutes ago
Tech Giants Mixed in Trading, Tesla Down 6%
- Market Beat · 7 hours ago
Oakmont Investment Advisors Inc. Takes Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
- Weekly Review · 9 hours ago
Weekly Recap | Taiwan Semiconductor +2.73%, consensus target 28.79% above spot
- Tip Ranks · 15 hours ago
Top TSMC Insider Quietly Makes a Powerful Move
- Movers Alert · 15 hours ago
Big Tech Stocks Mixed in Overnight Trading, META Gains 1%, TSLA Falls 2%
- Movers Alert · 18 hours ago
Big Tech Stocks Slip in After-Hours, Tesla Down 0.3%, TSMC Down 0.3%
Posts
View moreBullish vs. Bearish — Last 3 Months
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- R
The interesting part isn't that Intel wants foundry customers, everyone knew that. It's that TSMC's own bottleneck is what's forcing the conversation, not Intel's sales pitch. When your biggest rival's capacity constraint becomes your marketing department, that's a different kind of opportunity than usual.
- B
Curious how much of this "exploring EMIB-T" talk from Broadcom and MediaTek is a real design win versus just leverage to negotiate better CoWoS pricing and priority with TSMC. Companies float alternative suppliers all the time without switching.