From NASDAQ MarketSite: 2024-05-01 09:22:00

Motley Fool podcasts discuss the impact of smartphone and EV demand on Taiwan Semiconductor, Japan’s place in the tech race, and new uses for weight loss drugs. They explore the allure of the treasure hunt economy and provide investing tips. Taiwan Semiconductor’s strong earnings and cautious guidance signal a mixed outlook for the semiconductor market, with potential weakness in smartphones and autos. The company remains bullish on AI technology and plans to begin mass production of 2nm chips in 2025. The slower pace of smartphone upgrades could be impacting demand for new chips. Japan’s resurgence in technology and semiconductor manufacturing is evident in investments by companies like Oracle and the construction of new fabs. The country aims to reclaim its technology crown and establish a strong presence in the AI chip market.



Read more at NASDAQ MarketSite: How Consumer Demand Is Impacting Taiwan Semiconductor Manufacturing Co.