Long TSMC / Short UMC: Invest in a Structural Monopoly Vs. A Crowded Recovery
Smartkarma
Dec 31, 2025
⬆ TSMC (Taiwan Semiconductor Manufacturing) - ADR - TSMC and UMC have had similar 3-month performance yet TSMC's outlook is more resilient into 2026E due to dominating leading-edge manufacturing.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/long-tsmc-short-umc-invest-in-a-structural-monopoly-vs-a-crowded-recovery?utm_source=tiger_community
By Vincent Fernando, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/vincent-fernando-cfa-f29d1c28-fc02-4296-afcd-5e900f012d86?utm_source=tiger_community
On TSMC (Taiwan Semiconductor Manufacturing) - ADR (TSM):- https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-adr?utm_source=tiger_community
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