4 Reports

TSM

Investology > Sector Atlas > Information Technology > Semiconductor Equipment > TSM
Categories

Intel’s Make-or-Break Moment: 18A Technology, Competitive Positioning, and the Path to Foundry Leadership

Intel stands at the inflection point of its 56-year history. The 18A process node is either the foundation of a manufacturing renaissance or the final chapter of American semiconductor leadership. We break down the moat reconstruction, Panther Lake's competitive positioning against AMD/QCOM/AVGO, and the $28-$65 valuation scenarios that define this binary bet.
Categories

Apple’s (AAPL) Tariff Threat: Supplier Risks and Investor Strategies

U.S. President Donald Trump announced a proposed 25% tariff specifically targeting Apple Inc. (NASDAQ: AAPL), applied to all iPhones sold in the U.S. not manufactured domestically. This tariff significantly elevates risks for Apple’s global supply chain and its supplier network, potentially impacting profitability, pricing, and strategic production decisions.