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31.03.26 - 02:00
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Jensen Huang unpacks what′s behind TSMC′s staying power (Digitimes)
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Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks, AI factories, and the future impact of AI on society. Among the topics drawing strong attention from Taiwan's market was Huang's revisit of his 2013 decision to decline an offer from TSMC founder Morris Chang to become CEO. He further analyzed the core factors enabling TSMC's sustained leadership in the semiconductor industry....
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30.03.26 - 08:01
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Half-year Financial Report (Cision)
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Fidelity ASIAN VALUES PLC
Half Yearly Report for the six months ended 31 January 2026
HIGHLIGHTS
· During the six-month period ended 31 January 2026, Fidelity Asian Values PLC reported an ordinary share price total return of +15.2% and a Net Asset Value (NAV) return of +10.9%.
· The benchmark index, the MSCI All Country Asia ex Japan Small Cap Index, produced a total return of +8.9% over the same timeframe.
· Taiwan Semiconductor Manufacturing Company (“TSMC”) was the largest contributor to performance.
· Underweight exposure to India, stock selection in Hong...
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