Dan Nystedt
@dnystedt
Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
가입 June 2009
1.1K 팔로잉 중 49.4K 팬
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#
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