Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
AMD’s answer, beginning in 2008, was to go “fabless” and later stake everything on a clean-sheet architecture (Zen) manufactured at TSMC’s facilities. Because AMD could...
— Robert J. Mark
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Taiwan Semiconductor Manufacturing Co., Ltd.
Taiwan Semiconductor Manufacturing Company ($TSM) represents 8.25% of the fund's portfolio. TSMC is the...
Taiwan Semiconductor Manufacturing Company (TSMC) is the premier pure-play semiconductor foundry globally, fabricating cutting-edge logic chips designed by the world's leading technology and computing firms. The manager maintains...
Despite short-term market anxieties regarding normalization in AI chip demand, TSMC's position as the dominant manufacturer of advanced chips remains intact. Secular tailwinds from...
More institutional theses from St. James Investment Company
Advanced Micro Devices ($AMD) is highlighted as the primary beneficiary of the fabless foundry transition, capturing significant data center and client PC market share by pairing its Zen architecture with outsourced leading-edge manufacturing.
Intel Corporation designs and manufactures central processing units and semiconductor hardware that historically powered the global personal computing and data center server infrastructure. The manager presents...
The manager highlights the Direxion Daily Semiconductor Bull 3X Shares ($SOXL) as a primary symbol of speculative excess and structural mechanical distortion in the broader equity market.