We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by ...

Phone makers have their factories spread across the globe, although the majority of them are located in Asia. While China used to be the main choice, more and more companies are setting up production ...

Factory construction remains at a high level compared with recent history, but most of the increase came under Biden, and there are signs that that boom has faded under Trump, particularly when ...