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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Authors
Philippa Vizzone, CFAJoy NguyenEvelyn YuJames SchneiderRyan Huang, CFA
Securities
2330.TW2454ASE Technology Holding
Themes
Personnel Changes
Regions
Asia PacificTaiwan
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