Morningstar: TSMC Remains Top Semicon Play

Phelix Lee, Equity Analyst, Morningstar

Morning Run · Morning Brief · 10 Jan 2022 · 9 mins listen

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

Categories:

trends and forecasts,technology

Tags:

semiconductor,chip shortage,semiconductor sector

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