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TSMC's Latest Outlook On The Global Semiconductor Market

by The Wealth Advisor Contributor
Taiwan Semiconductor Manufacturing Company’s latest outlook reinforces a structural shift that wealth advisors and RIAs can no longer afford to view as cyclical. The global semiconductor market is now projected to surpass $1.5 trillion by 2030, a significant increase from TSMC’s prior $1 trillion forecast, underscoring the accelerating influence of artificial intelligence, advanced computing infrastructure, and digital industrialization across the global economy.

Featured

The High-Stakes Meeting Between The U.S. And China Produced Limited Progress On Resolving The War In Iran

In a high-stakes diplomatic meeting between the leaders of the world’s two largest economies, President Trump and Chinese President Xi Jinping agreed that the Strait of Hormuz must remain open to global commerce and free from future milita

Landmark Digital Asset Legislation Is Poised To Advance Through The Senate This Week

The Senate Banking Committee is poised to advance landmark digital asset legislation this week, marking a significant step toward integrating cryptocurrency markets into the broader financial system and establishing long-awaited regulatory

"What's Really In Your Fixed-Income ETF?" Webinar Document Pack For Download & Review

Here are some documents that might be helpful as you participate in our deep dive on evaluating modern fixed-income ETFs: 

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ETF Innovators

GCOW: A Pacer ETFs Global Strategy for Income and Stability in Uncertain Times

Amid market turbulence, the Pacer ETFs GCOW strategy offers a disciplined approach to global investing, focusing on free cash flow and dividend strength rather than geographic quotas. The rules-based strategy selects quality companies worldwide, providing income potential and portfolio resilience when traditional international allocations fall short.

Companies

Hightower Makes Strategic Investment in Lindbrook Capital

Bicoastal Wealth Manager, with $3.8B, to expand client services with hightower.

Practice Management

JPMorgan Investors Look for Clarity on Tariff Impact, Succession Plan

JPMorgan Chase investors will be keen to learn how the largest U.S. lender and the world's biggest economy are likely to be impacted by U.S. tariffs.

ETF Innovators

Freedom as a Factor: How Westwood’s BFRE ETF Aims to Leverage Democratic Governance for Risk Management

Westwood’s new LBRTY Global Equity ETF (BFRE) doesn’t just exclude authoritarian countries—it deploys a dynamic, rules-based methodology to systematically reduce indirect exposure to autocratic regimes. As geopolitical tensions rise globally, BFRE offers investors a transparent way to potentially address both visible and hidden political risks while seeking to maintain benchmark-relative performance.

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Washington Wire

Stephan Miran Announced He Will Resign Shortly Before The Swearing-In Of Kevin Warsh

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Shares Of Nvidia Stock Surged More Than 4%: A Record High

WealthTech

Halo Investing’s Aura: The Tool That Finally Makes Structured Notes Portfolio Ready

The Trust Advisor

Ted Turner's Children Won't Inherit Most Of His Fortune? Know Where CNN Founder's Billions May Go

FundFocus

Yardeni Stays Calm, Not ‘Freaked Out,’ As Treasury Yields Surge

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