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Monthly strategy for the overseas semiconductor sector: weak consumer electronics drags down chip stock performance, focus on leading companies' Q2 earnings reports and future guidance
Recent developments in the semiconductor industry: global semiconductors as a whole will enter a downward cycle, but there are still structural opportunities
Consumer electronics industry research framework
Monthly strategy for the overseas semiconductor sector: the constituent stocks of the Feihan Index declined across the board, leading stocks performed strongly and the fundamentals were stable
Foundry industry research framework
Monthly Strategy for the Overseas Semiconductor Sector: Continued shortage of silicon wafer production capacity proves that the semiconductor boom is high. Data centers and new energy vehicles are the core track for a new round of chip investment-20220406-
Futu Securities-Overseas Semiconductor Industry Weekly Report: TSMC's Q3 free cash flow is impressive; global PC shipments have been growing for 6 consecutive quarters
TSMC (TSM) was covered by Needham for the first time and was given a “buy” rating
Susquehanna analysts raised TSMC's (TSM) rating to neutral
Haina International: Raised the target price of TSMC (TSM.N) from $85 to $105.
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