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Opinion: Have semiconductor companies’ performance decoupled from the economy? Taiwan Semi earnings say yes, but we’ll get a clearer picture soon

News Snapshot:

Sentiment around technology and growth has sunk as rising interest rates, persistent inflation and a less accommodative Federal Reserve have sent investors running for safer bets. Although the fourth quarter delivered a wave of record earnings results from tech giants and semiconductor companies, the macroeconomic environment and geopolitical landscape have become increasingly bearish. With the next wave of technology earnings for U.S.-based tech companies set to start reporting this week, you can be sure investors are looking to see just how deflationary technology can be. If you are looking for a preview into what lies ahead for chipmakers, perhaps you…

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