Seaspray Private’s Post

This week in our Seaspray Private news and articles we looked at Taiwan Semiconductor Manufacturing CO (TSMC) and its recent announcement to locate more factory facilities to the US. In spite of geopolitical tensions between USA and China over the production and sales of chips the industry is seeing an overall resurgence, with year over year sales increasing by 16% in February 2024, totaling $46.16bn worldwide. Today in our Seaspray Private data insights we take a more detailed look at the global semiconductor sales and the companies that are driving this resurgence. #semiconductor #insights #longterminvesting

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