TSMC 2Q22: swimming against the tide. 2022 growth outlook raised to 35%.
TSMC reported with a surprisingly strong guide and near term outlook, while recognizing we are entering into a downcycle on the consumer front, with multiple quarters of inventory adjustment ahead.
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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