Taiwan Semiconductor Manufacturing Company (TPE: 2330)

Latest

• 

  General

  Buy or Sell: Adam Keily with Julian McCormack

  For the first time in 2024, Adam Keily is back on the podcast with his latest Buy or Sell episode. He is joined by Julian McCormack of Platinum Asset Management to go through some of the companies he’s buying and selling.

  27 February

• TSMC still in talks on possible German plant, no decision before August at earliest -exec

  Taiwanese chipmaker TSMC is still in talks about a possible plant in Germany but there will be no decision before August at the earliest, a company executive said on Tuesday.

  24 May, 2023

  SOURCE: Reuters

• 

  General

  50 Global Investment Opportunities in 2023

  Looking for your next investment opportunity in 2023? Look no further! Bloomberg Intelligence has identified 50 companies worth watching in 2023.

  30th Jan, 2023

• 

  General

  Importance of diversification in times of uncertainty

  In an uncertain market, diversification across different asset classes, countries, sectors and regions is paramount. Global shares offer diversification across sectors and themes that would not be possible to achieve by investing in Australian equities alone.

  24th Oct, 2022

  Source: Fidelity

• General

  Fidelity Global Emerging Markets Fund - Top 10 positions

  Fidelity Global Emerging Markets Fund Quarterly Top 10 stock positions provides a high-level snapshot of some of the companies held in the portfolio.

  1st Sep, 2022

  Source: Fidelity

• General

  Disruption continues despite ‘technical recession’

  Loftus Peak provide their latest insight and thoughts on some of their key holdings including Apple, Qualcomm, Microsoft, AMD, and Amazon.

  18th Aug, 2022

  Source: Loftus Peak

• General

  Half-year in review: is the worst over?

  Loftus Peak provide a half yearly update on how their fund has performed and provide thoughts on some key holdings including Roku, Netflix, Qualcomm and Apple.

  2nd Aug, 2022

  Source: Loftus Peak

• General

  7 Tech Companies - Latest earnings releases review

  In this article Loftus Peak provide a snapshot of 7 companies latest earnings releases, highlighting how they are benefiting from key disruptive trends.

  31st May, 2022

  Source: Loftus Peak

• General

  The Rise of Taiwan Semiconductor Manufacturing Company

  Taiwan Semiconductor Manufacturing Company (TSMC) has been a revolutionary company in a critical industry. Yet, what it has achieved is largely under appreciated (despite the fact that if you’re reading this, you’ve likely benefited from their work). Founded in 1987, TSMC pioneered the ‘foundry’ model of semiconductor production, where TSMC create chips for other customers. This is the model that has allowed companies like AMD and NVIDIA to challenge the semiconductor giants like Samsung and IBM.

  8th Mar, 2021