Calls
1
Wendell Huang
Vice President and CFO, TSMC
Win Rate
100.0%
return
+0.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 20
$398.37
+0.9%
TSMC is seeing very strong multi-year structural demand, particularly from key US customers using advanced tech. The company is adding another $100 billion to its Arizona investments to support customer growth and intends to leave no food on the table for competitors. Its technology leadership, manufacturing excellence, and not competing with customers make it the first choice.
Foundry Equipment
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Wendell Huang has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: TSM.
