Taiwan Semi and Foxconn Guide Global Supply Chain Shifts, Attract Key Industry Players
Portfolio Pulse from Anusuya Lahiri
Taiwan Semiconductor Manufacturing Co (TSMC) and Foxconn are driving global supply chain shifts, attracting key industry players. TSMC is expanding in Germany, Japan, and the U.S., while Foxconn is growing in Mexico, India, and Southeast Asia.
June 10, 2024 | 4:53 pm
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POSITIVE IMPACT
Apple, a key client of TSMC and Foxconn, may benefit from the improved supply chain stability and capacity expansions of its suppliers.
As a major client of both TSMC and Foxconn, Apple's supply chain stability and product availability could improve, positively impacting its stock.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Nvidia, a client of TSMC, may benefit from TSMC's expanded chip-making capacity and improved supply chain stability.
Nvidia's reliance on TSMC for chip production means that TSMC's capacity expansions and supply chain improvements could positively impact Nvidia's stock.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Sony, partnering with TSMC in Japan, may benefit from the enhanced chip-making capacity and supply chain stability.
Sony's partnership with TSMC in Japan could lead to improved chip supply and stability, positively impacting its stock.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Toyota, partnering with TSMC in Japan, may benefit from the enhanced chip-making capacity and supply chain stability.
Toyota's partnership with TSMC in Japan could lead to improved chip supply and stability, positively impacting its stock.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
TSMC is expanding its operations in Germany, Japan, and the U.S., attracting key co-investors and suppliers. The company has earmarked $44 billion to boost chip-making capacity and secured $6.6 billion in U.S. chip funding.
TSMC's strategic expansions and significant investments in chip-making capacity are likely to positively impact its stock price in the short term.
CONFIDENCE 100
IMPORTANCE 90
RELEVANCE 100