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.


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