Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
1.1k Views
Taiwan Tech Weekly: Micron, Apple and AMD Start Funding Their Suppliers
Tech giants like Micron, Apple, and AMD are investing billions in their suppliers, shifting industry dynamics and pushing memory economics to...
168 Views
TechChain Insights: Silicon Motion's Enterprise SSD Ramp Begins, Five Hyperscalers Queued
Hyperscalers are turning to enterprise SSDs due to long lead times for hard drives, driving growth in the storage market as Silicon Motion's...
156 Views
Taiwan Revenue Signals -- Memory Growth Stalls While AI Servers Remain Robust
Memory prices stalled, PC pull-forward unwinding early, AI server demand remains strong but not boosting all sectors. We analyze the Taiwan AI...
142 Views
Quick Analysis of US$ Depreciation Impacts to Top 20 Market Cap Taiwan Tech Vendors
Why does foreign exchange matter?After Phison Electronics Corp (8299 TT) chairman/CEO said NT$ appreciation to have a negative earnings impacts to...
573 Views