Industry Expert Blogs

TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog but this is what I see for this year and next for TSM.

Apple will become one of TSMC’s largest customers in 2014. This is simply amazing to me as I grew up with Apple as a computer hobbyist. Apple started selling mother boards before selling complete computer systems. In fact, I was at the UC Berkeley Campus when Steve Jobs entered wearing a backpack with a Macintosh computer inside ushering in a new era of personal computing. And now Apple is one of the largest fabless semiconductor companies? It boggles the mind!

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