Time to shine with structural shift in supply
The market treats UMC as a cyclical foundry play, but a structural supply shift is creating pricing power and margin resilience that decouples it from the…
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TSMC
TSMC research hub covering institutional report mentions, AI summaries, related topics and market context.
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Latest related reports
AI Supply Chain: Preliminary 2027 TSMC CoWoS Allocation
The market assumes AI supply chain growth is exclusively a GPU story driven by Nvidia, but data reveals a structural divergence where CPU and ASIC segments…
Vanguard International Semiconductor Corp.: Strong 12” expansion, more AI revenues and further 8” price hikes; Stay OW and raise PT to NT$220
The market treats Vanguard International Semiconductor Corp. as a mature 8-inch foundry, underestimating its structural transformation into a 12-inch AI power…
Taiwan Technology: US marketing feedback: AI ASIC remains the preferred theme with focus on CPU and next supply chain bottlenecks
Goldman Sachs met with 35+ US investors on a Taiwan tech marketing trip. AI ASIC remains the most favored investment theme. Discussions are evolving beyond…
Global Equity Strategy: Semis — The New Oil... Reasons to Be Overweight in Parts
Semiconductors now account for 12% of global market cap (up from 2.7% in 2022) and have directly driven 51%, 55% and 40% of YTD market returns in the US, EM…
Key Computex Takeaways: Agentic AI, TSMC capacity and MediaTek's AI PC chips
Morgan Stanley coverage of Computex 2026 Day 1. Agentic AI compute dominated keynotes from Nvidia, Arm, and Qualcomm. Nvidia confirmed sufficient TSMC…