BFM Podcast
Morningstar: TSMC Remains Top Semicon Play
11-Jan-22 07:30
Phelix Lee, Equity Analyst, Morningstar
Financial services firm Morningstar forecasts that the global semiconductor industry could see a supply glut in 2024, as foundries heavily increase capital spending in response to the widespread chip shortage. Equity analyst Phelix Lee discusses the trends he sees affecting the demand-supply cycle for chips, and why TSMC remains the top stock pick. Image credit: Shutterstock.com
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