Foundries: TSMC outperforming on all fronts. We see further upside. Top Pick.
Today, we are publishing the Foundry section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions.TSMC is dominating, with revenues reported and guided up 26/38% YoY vs. 6/12% for the rest of the industry. Capex plans signal expectations for sustained growth ahead, driven by AI.
United Microelectronics is principally engaged in the manufacture or fabrication of integrated circuits, semiconductor parts and components across industries, including communication, consumer electronics, computer, and others. Through its subsidiaries, Co. is also engaged in investment holding; selling and manufacturing of solar power batteries and solar power cell; designing and manufacturing of light-emitting diode (LED); involving in insurance industries; provision of solar engineering integrated design services; operating photovoltaic power plant.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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