Morningstar: TSMC Remains Top Semicon Play
Phelix Lee, Equity Analyst, Morningstar
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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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