Geopolitics Alpha

TSMC CEO sees no sign of a slowdown as chip foundry reports record profit

Published . Updated .

The semiconductor foundry announced third-quarter net profits of 763.34 Taiwanese new dollars, marking a record.

Directly affected

  • TSM Taiwan Semiconductor Manufacturing

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
TSM———————
NVDA———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

The semiconductor foundry announced third-quarter net profits of 763.34 Taiwanese new dollars, marking a record.

Source: MarketWatch

Taiwan Strait

SPY

Where this story sits: Taiwan Strait

Taiwan Strait has 49 linked stories in the last 7 days and 49 in the last 30 on the page that also carries “TSMC CEO sees no sign of a slowdown as chip foundry reports record profit.” The recent pace is rising.

How solid the semiconductors case looks

12 out of 100

“TSMC CEO sees no sign of a slowdown as chip foundry reports record profit” scores 12 out of 100. The score uses 1 sources.