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A View from Asia

Taiwan Semiconductor -  why we've increased our portfolio weighting

  • Samir Mehta
10 Dec 2019
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View PDF   Download PDF  
  • We recently increased our weighting in Taiwan Semiconductor (TSMC).
  • With the arrival of 5g computing, a proliferation of sensors and devices will multiply the need for silicon chips.
  • It is difficult to predict how strong demand will be and how soon it reflects in sales, but with consolidation in foundry supply, our view is that TSMC remains a standout winner in this industry.

Disclaimer

Past performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Investing in companies in emerging markets involves higher risk than investing in established economies or securities markets. Emerging Markets may have less stable legal and political systems, which could affect the safe-keeping or value of assets. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. 

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