April 19, 2021 | AMAT, ASML, Daily JAM, Jubak Picks, Top 50 Stocks, TSM |
Taiwan Semiconductor Manufacturing (TSM), the globes biggest independent chip foundry, said last week that it expects the chip shortage that has left automakers scrambling for silicon and cutting back production will be over by the end of the third quarter. Whether that’s good news or not depends on how much weight you give to this company’s projections.
January 8, 2021 | Daily JAM, Stock Alerts, Top 50 Stocks, TSM |
Today, January 8, Taiwan Semiconductor Manufacturing (TSM), the worlds largest contract chipmaker, reported December sales that translate into record quarterly revenue with estimated sales in the quarter climbing to $12.9 billion (361.5 NT$). (The company reports its quarter on January 14.) The projections based on December revenue amount to a 25% increase in revenue in 2020 from 2019.
October 15, 2020 | Daily JAM, Stock Alerts, Top 50 Stocks, TSM |
Taiwan Semiconductor Manufacturing (TSM) reported earnings of 90 cents per American depositary receipt today on sales of  $12.14 billion for the company's September quarter. Net income climbed 36% year over year. Analysts had expected the company to earn 81 cents an...
May 19, 2020 | Daily JAM, TSM |
Announcing a new feature on JubakAM--my stock pick of the day. With Taiwan Semiconductor as my first pick. The hoo ha at the end of last week over restrictions on the sale of U.S. semiconductors to China's Huawei Technologies, high-lighted the central role that Taiwan...
April 16, 2020 | Daily JAM, Stock Alerts, TSM |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
October 15, 2019 | AAPL, CRUS, Daily JAM, SWKS, TSM, VMW, Volatility |
On October 8 I wrote "Tech is back" led by fact-based speculation that Apple (AAPL) had asked supplier to increase production of components for the iPhone 11 by 10%. That, obviously, was a good sign for Apple, which is set to announce earnings on October 30. And, I...
October 7, 2019 | Daily JAM, Stock Alerts, TSM |
It's hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these consultant's define...
