Morningstar: TSMC Remains Top Semicon Play
Phelix Lee, Equity Analyst, Morningstar
11-Jan-22 07:30
Embed Podcast
You can share this podcast by copying this HTML to your clipboard and pasting into your blog or web page.
Close
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
This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.
Categories: trends and forecasts, technology
Tags: semiconductor, chip shortage, semiconductor sector,