COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
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Intel: Breaking up the dream?February 19, 2025 — Pierre Ferragu
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Post-DeepSeek Disorder Syndrome (PDDS) – our recommended treatmentFebruary 10, 2025 — Pierre Ferragu
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Conf Call Slides - DeepSeek: Is this the name of a wind in Chinese?January 27, 2025 — Pierre Ferragu
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Stargate: The cornelian dilemma of frontier AI economics in a single slide.January 24, 2025 — Pierre Ferragu
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Stargate: Big thinking on the future of AI Infrastructure.January 23, 2025 — Pierre Ferragu
Events
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Feb
25TechnologyFebruary 25, 2025 — VirtualHosted by Pierre FerraguEvent Details -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Apr
10TechnologyApril 10, 2024 — VirtualHosted by Antoine ChkaibanWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
30TechnologyJanuary 30, 2023Hosted by Pierre FerraguWatch Replay -
Jan
11TechnologyJanuary 11, 2023Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
7 -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Nov
5 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Feb
4TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jan
20TechnologyJanuary 20, 2021Hosted by Pierre FerraguWatch Replay -
Sep
1TechnologySeptember 1, 2020Hosted by Pierre FerraguWatch Replay
