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E Market Briefing For Tuesday, May 4
Article By: Gene Inger
Tuesday, May 4, 2021 5:22 AM EDT
Catalysts to move markets are widely debated, but nobody has handles on 'what' if anything is going to break the market.
In this article: TSM Also: CORN, AAPL, JJC
Semi-Fulfilling Prophecy: Ongoing Chip Shortage Is Now Impacting Chipmaking Equipment
Article By: Tyler Durden
Sunday, April 18, 2021 10:52 PM EDT
Licensing is one holdup. Machines to make chips that themselves need chips are another.
In this article: TSM, MIELY, AMAT, LRCX, SMH
Apple Supplier TSMC's Q1 Profit Jumps 19% Amid Chip Shortage
Article By: Benzinga
Thursday, April 15, 2021 9:09 AM EDT
Taiwan Semiconductor Manufacturing Co Ltd, the world’s largest contract chipmaker, reported a 19.4% rise in the first-quarter profit helped by strong demand for semiconductor chips from personal computers, smartphones, and automobile sectors.
In this article: TSM Also: AAPL, NVDA
HH Semi Chip Prices Expected To Rise Through All Of 2021
Article By: Tyler Durden
Tuesday, April 6, 2021 9:36 AM EDT
It shouldn't be any surprise that given the current shortage in semiconductors, prices could continue to rise for the better part of 2021. 
In this article: TSM, QCOM Also: UMC, AAPL, GOOG
The Overvalued Into The Less Overvalued Trade Continues
Article By: Michael J. Kramer
Wednesday, March 10, 2021 10:18 PM EDT
It was a mixed day for stocks, with the S&P 500 up and the NASDAQ 100 down. We continue to see this rotation trade taking place. Some of these “value” stocks aren’t the value they may seem to be.
In this article: TSM, MU, NVDA, IEF, SPX

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