TSMC uses the most cutting edge technologies and is an industry leader in chip manufacturing. News of how TSMC is doing says a lot about the industry in general and technologies.
TSMC is a manufacturer for a lot of companies, Apple, AMD, Mediatek, Qualcomm, Broadcom, NVidia, Sony, Intel, … So news of how that production is going, what future plans are etc, says a lot (availability / production volumes / performance / technologies used) about the products of all these companies that have their chips produced by TSMC.
They use chip machines from ASML and have invested in this Dutch company that is one of the only ones in the world that makes high-tech EUV machines that are used in chip production. This is your link with NL.
News about growth or contraction of market demand and supply/production capacity is interesting for consumers to know given the massive chip shortages in recent years and indicates how prices will evolve.
So there’s a lot more to infer than just what TSMC’s stock price itself is doing.
[Reactie gewijzigd door skralan op 8 april 2022 13:52]
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