Motley Fool Money The Treasure Hunt Economy
Apr 18, 2024
Sanmeet Deo, a Motley Fool Analyst, dives into the latest on Taiwan Semiconductor's earnings, revealing how smartphone and EV demand are shaping the tech landscape. He discusses Japan's quest to revive its tech prowess and highlights interesting shifts in consumer behavior, like longer smartphone retention due to minimal upgrades. Additionally, the allure of weight-loss drugs is explored, revealing their intriguing impact on the economy. Tune in for insights into the dynamics of tech trends and consumer choices!
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TSMC's Mixed Signals
- Taiwan Semiconductor (TSMC) beat profit expectations, but lowered their market forecast.
- Contrasting ASML's cautious outlook, TSMC sees strength in AI but weakness in smartphones and autos.
Smartphone Usage Shift
- Deidre Woollard and Sanmeet Deo discussed their personal smartphone usage.
- Both have been using their current phones for an extended period, reflecting a potential shift in consumer behavior.
Japan's Tech Resurgence
- TSMC is expanding its factories globally, including in the U.S., Dresden, and Japan.
- Japan's increasing investments in technology, including an $8 billion investment from Oracle, suggest a potential resurgence in their tech sector.