Seeking Alpha: TSMC Separating Itself From The Pack
Mark Hibben, author at Seeking Alpha, discusses how Taiwan Semiconductor Manufacturing Company is separating itself from other chip makers like Intel. TSMC is the exclusive supplier of Apple's A12 processors.
Hibben explains TSMC is a "pure play" foundry, meaning the company does not design any of its own chips, it just manufactures them.
Hibben believes Apple chose TSMC because of trust. In the past, the companies have shared a lot of intellectual property with one another.
George Sakellaris, President & CEO at Ameresco, outlines how smart energy upgrades and performance contracts are cutting costs, CO₂, and boosting efficiency.
Seth Schachner, Managing Director at Strat Americas, breaks down Disney’s Q3 results: streaming profits, parks growth and ESPN rights deal with the NFL.
Kory Kantenga, Head of Economics Americas at LinkedIn, unpacks Friday’s jobs numbers, labor force trends, and signals of a potential economic deal with China.
Bret Kenwell, US Investment Analyst at eToro, joins us to break down tech earnings, what’s driving tech stock momentum, and what investors should watch next.
Citigroup’s Global Chief Economist, Nathan Sheets, breaks down the Fed’s decision to hold rates, Trump’s reaction, and the likelihood of a cut this fall.
