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Goldman Sachs

June 16, 2026

Taiwan Technology Semiconductors Changes In Coverage

Sector ReportEquitiesInformation Technology

Following the departure of analyst Bruce Lu, Goldman Sachs is transferring coverage of TSMC and MediaTek while suspending coverage on ten other semiconductor companies.

Key Takeaways

  • 1.Analyst Bruce Lu is leaving the firm, necessitating updates to research coverage.
  • 2.Evelyn Yu and James Schneider are assuming coverage of TSMC and MediaTek.
  • 3.Coverage is suspended for 10 semiconductor stocks, including ASE Technology Holding, United Microelectronics Corp., and others.

Table of Contents

  • Summary
  • Transferring coverage
  • Suspending coverage
  • Disclosure Appendix
  • GS Factor Profile
  • M&A Rank
  • Quantum
  • Disclosures

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