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Taiwan Semiconductor Impresses in Second Quarter, Gives Strong Outlook

publication date: Jul 18, 2024
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Image: Taiwan Semiconductor reported better-than-expected second quarter results. 

Though Taiwan Semiconductor is exposed to geopolitical uncertainty, perhaps exacerbated by former President Donald Trump’s latest comments about how Taiwan should pay the U.S. for national defense, the company’s outlook remains robust, in our view. Taiwan Semiconductor remains one of our favorite ideas in the ESG Newsletter portfolio.


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