Tier 2 Tsmc

Company Coverage

• [UNVERIFIED] JSR Corporation and Rasonic Holdings (Rasonic Holdings hitting a 52-week high) represent additional Japanese companies involved in TSMC chip manufacturing processes, supplementing Disco Corp, Tokyo Electron, and Shinetsu Chemical.

  So, here’s his Neto Boseeki and Rasonic holdings. This one hit a 52- week high today

Supply Chain Vulnerability

• [VERIFIED] TSMC, as one of the three semiconductor giants, has been notified of WF6 supply cutoff and is racing to qualify alternative sources on a compressed timeline

  TSMC among the three giants notified by the WF6 cutoff racing to qualify alternatives on a compressed timeline