🇹🇼🇺🇸#TSM #chip #shortage
Taiwan Semiconductor is weighing plans to pump tens of billions of dollars more into cutting-edge chip factories in the U.S. state of Arizona - RTRS

💥🇺🇸#AAPL #TSM
Apple Supplier TSMC Reportedly Begins Production of A15 Bionic Chip for iPhone 13 - source

⚡️🇹🇼#TSM #report
Taiwan Semiconductor
- Q2 Net income NT$237.0 billion, +76% y/y, estimate NT$219.81 billion.
- Gross margin 59.1% vs. 55.6% q/q, estimate 56.8%.
- Operating profit NT$262.12 billion, +80% y/y
- Operating margin 49.1% vs. 45.6% q/q, estimate 46.7%.

🇹🇼#TSM #report
Taiwan Semiconductor
3Q NET INCOME NT$280.9B, EST. NT$264.66B
3Q GROSS MARGIN 60.4%, EST. 58.9%

GUIDES Q4 REV $19.9-20.7B V $21.3B EXP

🇹🇼#TSM #insider #buffett
Buffett's Berkshire discloses $4.1B Taiwan Semiconductor (TSMC) stake

🇹🇼🇺🇸#TSM #chip #taiwan #us
TSMC plans to make more advanced chips in US at urging of Apple, AMD, Nvidia. Plant slated for 2024 will use 4-nanometer technology — BBG

💥#INTC = competition intensifies

⚠️🇺🇸🇨🇳#chip #us #china #restrictions #CHIPSAct
Biden administration is set to unveil tight restrictions on new operations in China by semiconductor manufacturers that get federal funds - CHIPS Act — BBG

Intel (#INTC), Samsung and TSMC (#TSM) may lose more growth due to guardrails