Iran and China -- Black Swans No One Mentions [Forbes]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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tsmc.com/english/investorrelations/index.htm
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Source: Forbes
First off, apologies for my illogical title. These two black swans get little attention precisely because they are real black swans – low probability risks with gigantic consequences. Black Swan #1 Hackers Seriously Disrupt the U.S. Power Grid Iran’s response to Soleiman’s killing is coming The Atlantic I reluctantly concur. Any retaliation will happen through proxy militias, Iran’s favored strategy for decades. But what form will retaliation take? Dagher quotes Soleimani from an October 2019 television interview: “Soleimani hinted that if he [and his top lieutenants] were to die, an entire generation had been groomed by them to continue the fight—in asymmetric warfare, he warned, there are no traditional fronts. “The enemy,” Soleimani said, “must contend with an expansive and smart field of land mines.” A smart field of landmines. Now that's an intriguing phrase. What does the word “smart” mean, in this context? Well, it could mean just that – literal landmines triggered remotely by
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News
- Biden has a favorite stop when he hits the road: chipmaking plants [Yahoo! Finance]Yahoo! Finance
- Foreign investors exit Japan stocks amid chip sector slump, high US rates [Yahoo! Finance]Yahoo! Finance
- UPDATE 1-TSMC says 'A16' chipmaking tech to arrive in 2026, setting up showdown with Intel [Yahoo! Finance]Yahoo! Finance
- TSMC Celebrates 30th North America Technology Symposium with Innovations Powering AI with Silicon Leadership [Yahoo! Finance]Yahoo! Finance
- TSMC Celebrates 30th North America Technology Symposium with Innovations Powering AI with Silicon LeadershipBusiness Wire
TSM
Earnings
- 4/19/24 - Beat
TSM
Sec Filings
- 4/25/24 - Form 6-K
- 4/18/24 - Form 6-K
- 4/18/24 - Form 6-K
- TSM's page on the SEC website