Thesis: Downstream leverage. Growth is tied to the European automotive supply chain and the new sintered magnet plant in Estonia.Read more

A wave of demand for advanced chips used in artificial intelligence is tightening supply and could keep Taiwan Semiconductor Manufacturing in a strong spot with customers like Apple, NVIDIA, and AMD. The big question is whether building new factories overseas and navigating currency swings and shifting trade rules ends up hurting profits even as sales grow.Read more