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$11.65 0.20 (1.75%)
5/16/2008 4:03 PM

Taiwan Semiconductor Manufacturing Co. Ltd. (ADR (TSM)

CAPS Rating:
*****

The Company manufactures semiconductors using its advanced manufacturing processes for the customers based on its own or third parties' proprietary integrated circuit designs.

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Avatar DarkToast (92.56) Submitted: 4/19/08 6:43 PM : Outperform Start Price: $11.06 TSM Score: 2.19

This company is the most likely to pick up all of AMD's business (whats left of it) as AMD exits manufacturing and turns to contract manufacturers. It may be a little overbought right now, but they will be going up.

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Avatar valunvesthere (20.50) Submitted: 5/13/08 2:09 AM

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Dear DarkToast,

I won't be surprised! Acer (TAIEX:2353.TW) acquired Gateway (NYSE:GTW) and it seems companies from Taiwan are flushed with cash buying up beaten American Companies that's undervalued but has got alot of potential once the American Exchanges (DOW,NYSE,NASDAQ, and etc) goes through a CORRECTION.

Another Taiwan company Chunhwa Telecom Co. (NYSE:CHT) seems to be flushed with cash and ready to acquire. I'm sure Banks/Financial companies from Taiwan have some holdings/interest in Yahoo(Nasdaq:YHOO) and other American companies (especially tech and finance).

All in all, Taiwan Semiconductor Manufacturing Company LTD. (NYSE:TSM) having interest in acquiring Advanced Micro Devices Inc. (NYSE:AMD) is not surprising.

Sincerely Valunvesthere.

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Avatar DarkToast (92.56) Submitted: 5/13/08 3:29 AM

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Valunvesthere,

I meant that TSM will be performing the contract manufacturing for AMD as AMD sells off it's fabs. I didn't mean to indicate that TSM was planning on taking over AMD.

DT

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Avatar valunvesthere (20.50) Submitted: 5/13/08 11:19 PM

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Hello DarkToast,

All apologies in mis-understanding your TSM pitch.

Here's some news that might interest you:

Nvidia says to increase orders to TSMC, UMC-paper

http://www.reuters.com/article/marketsNews/idINTP19981320080510?rpc=44

From Valunvesthere.

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