An ongoing semiconductor pullback places TSMC in a mixed trend: while AI demand is robust, cyclical slowdowns in consumer electronics (30% of revenue) and rising U.S. fab costs ($10 billion annually) could pressure margins. Technical indicators suggest a 10% downside risk if global chip demand falters, warranting caution for near-term investors.
Bitmine’s $48 million ETH purchase is a bullish...
Fading Tesla at the upper Bollinger Band is a mistake: momentum
Meta’s $600 billion AI infrastructure investment is....
Bitmine’s $48 million ETH purchase is a bullish...
Fading Tesla at the upper Bollinger Band is a mistake: momentum
Meta’s $600 billion AI infrastructure investment is....
TSMC’s Q3 2023 Semiconductor Leadership
Massive AI Expansion Across Creative Cloud Massive AI Expansion Across Creative Cloud
TSMC’s Q3 2023 Semiconductor Leadership
Amazon is a top pick for a decade-long hold
