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Semiconductors
Insights on Semiconductor Supply Chain

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13 Apr 2024 16:42

Nanya. Tailwinds Mount Albeit Profits Still Elude

Q124 revenue NT$ 9.5 billion, +9.2% QoQ & +47.9% YoY. Larger peers focus on HBM, structural reduction in capacity & shortages caused by Taiwan...

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13 Apr 2024 15:20

GEMWeekly (12 Apr 2024): South Korea, China Macro; Wipro, TSMC, Samsung Electronics, NetEase

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

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10 Apr 2024 19:19

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...

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Andrew Lu
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bearish3peak
10 Apr 2024 15:33

Quiddity Leaderboard STAR 50 Jun 24: 3 ADDs/DELs Possible but Should Be Monitored Closely

Hoymiles Power (688032 CH) is close to the border and can escape deletion if the stock outperforms the other names ranked close to it. This is...

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10 Apr 2024 13:37

TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel

TSMC gets $6.6 billion US CHIPS Act funding & will build a third fab in Arizona, scheduled to open in 2030. They also reminded us of their world...

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