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Posts tagged TSMC

Ashtead: On The Ground

A specialty finance business riding the American construction boom.

Companies, InvestingGraham Rhodes21 July 2023Ashtead, TSMC, Equipment Rental, United States, United Rentals

AMD: The Challenger

Climbing one mountain and now attempting another.

CompaniesGraham Rhodes25 June 2023AMD, TSMC, Semiconductors, Fabless