Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Joined June 2009
1.1K Following 49.4K Followers
TSMC Arizona’s 1st quarter profit beat its entire 2025 profit, media report, at NT$18.81 billion in the quarter, compared to NT$16.14B for all of 2025.
-TSMC Japan (JAMC) turned its 1st ever profit, NT$951M in Q1.
-ESMC in Germany losses totaled NT$278M.
-TSMC received NT$505M in government subsidies from the US, Japan, Germany in the 1st quarter, down from NT$35.15B last year. $TSM #semiconductors#
Show more
