Announcing a new feature–my stock pick of the day. With Taiwan Semiconductor as my first pick. The hoo ha at the end of last week over restrictions on the sale of U.S. semiconductors to China’s Huawei Technologies, high-lighted the central role that Taiwan...
Taiwan Semiconductor Manufacturing (TSM) beat analyst estimates for the first quarter, the company announced today. Net profit almost doubled to $3.9 billion on $10.31 billion in revenue. That amounts to a 91% increase from the March quarter of 2019. Analysts had...
It’s hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these...
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