New Street Research - TSMC cutting capex slashing EUV orders? Our quick take.

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New Street Research

Pierre FerraguÊ

TSMC cutting capex & slashing EUV orders? Our quick take.

Overnight, separate media outlets in Asia published
articles on TSMC’s capex plans. We summarize our
views on the matter in this short note

17/04/2023 1 EN

Provider

New Street Research

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

See profile

Analysts

Pierre FerraguÊ

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TSMC cutting capex & slashing EUV orders? Our quick take.

Microsoft vs. OpenAI: Implications for investors?

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

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