How is TSMC Still Growing? (Asianometry)

  • Thoughts on TSMC Q3 2022 Earnings
  • TSMC believes that the semiconductor industry – moving in line with the economy – is going to take a bath next year.
  • I don’t really have anything to add right now except I think China is going to get a lot better at semiconductor manufacturing after this – which I reckon is going to spill a lot of ink and headlines. But at some point their progress will slow. I just wonder where that point is going to be. READ MORE

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