COMPANY
TSMC
2330:TT
Primary coverage by Pierre Ferragu
Research
-
TSMC 4Q24: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TPJanuary 16, 2025 — Pierre Ferragu
-
Semi cycle update 4Q24: Recovery weaker but still on for 2025January 16, 2025 — Pierre Ferragu
-
TSMC 4Q24: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TPJanuary 16, 2025 — Pierre Ferragu
-
Taiwan Monthly Sales Recap: December Sales + 33% YoY (+16% Ex AI)January 12, 2025 — Peter Vogel and Pierre Ferragu
-
Our top 4 picks for 2025 (+ 4 other ideas to consider)!January 8, 2025 — Pierre Ferragu
Events
-
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
