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Podcast  >  Morning Run  >  Morning Brief  >  Morningstar: TSMC Remains Top Semicon Play

Morningstar: TSMC Remains Top Semicon Play

Phelix Lee, Equity Analyst, Morningstar

11-Jan-22 07:30

Morningstar: TSMC Remains Top Semicon Play

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:

Produced by: Shazana Mokhtar

Presented by: Wong Shou Ning, Shazana Mokhtar, Philip See

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Categories:  trends and forecaststechnology

Tags:  semiconductorchip shortagesemiconductor sector

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