News

DATAQUEST1d
China’s new chip origin rules could benefit Qualcomm, AMD, while Intel and TI may feel the heat
China’s latest move could steer more global chip orders toward TSMC and other second-tier foundries like Taiwan’s UMC and ...
Cutting TSMC's Fair Value Estimate by 6% as Tariffs Hit Non-AI Outlook
Our base-case fair value estimate is USD 262 per ADR, at which TSMC would trade at a forward price/earnings ratio of 30 times per 2025 estimates. We use a weighted average cost of capital of 8.2% to ...
DATAQUEST2d
China’s new chip-origin rules put foundries and IDMs on edge: 35 US fabs update
Texas Instruments, Intel, Infineon, and NXP lead the IDM pack with the most U.S.-based fabs and high local output. TSMC and ...
Wedbush downgrades UMC to Neutral on lack of catalysts
Wedbush downgraded UMC (UMC) to Neutral from Outperform with a price target of NT$45, down from NT$50. The firm believes mature node foundry is ...
UMC downgraded to Neutral from Outperform at Wedbush
Wedbush analyst Matt Bryson downgraded UMC (UMC) to Neutral from Outperform with a price target of NT$45, down from NT$50.Stay Ahead of the ...