Morningstar: TSMC Remains Top Semicon Play

Phelix Lee, Equity Analyst, Morningstar

11-Jan-22 07:30

Morningstar: TSMC Remains Top Semicon Play

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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

Produced by: Shazana Mokhtar

Presented by: Wong Shou Ning, Shazana Mokhtar, Philip See

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Categories: trends and forecasts, technology

Tags: semiconductor, chip shortage, semiconductor sector,

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