TSMC got some attention this month whenBerkshire Hathaway(BRK.B) took a$5 billion positionin it. Berkshire's stake may or may not have been bought by Warren Buffett (some think it was Todd Combs), but it got people interested regardless: TSMC stockrallied 12%the day Berkshire's buy was ...
(Note 10) From TSMC From All Consoildated Entities Exercisable Employee Stock Options (K shares) (Note 11) From TSMC From All Consoildated Entities Compensation Received from Non-consoildated Affiliates 445,681 0 445,681 0 0.75% 0.82% 583 1,154 227 25 2.5.3 Employee Profit Sharing ...
stock represents the value the analyst expects the stock to reach over our performance horizon the performance horizon is 12 months for a stock to be classified as overweight the potential return which equals the percentage difference between the current share price and the target price including ...
TSMC is simply not a price taker. They will raise prices and pass their costs onto their customers, and in this case, it seems like they are able to pass on more than just the cost they take. If they can maintain 53%+ margins against rising CoGs...