Taiwan Tech Weekly: TSMC Taking More Samsung Customers; Hon Hai Unveils Major AI Projects
​Samsung's foundry business losing customers to TSMC due to perceived lower risk; TSMC and UMC sales trends confirm industry shifts, while Nanya...
695 Views
Micron and WFE
Just two weeks ago, I wrote about how I thought this was a mid-memory cycle. I mainly supported the memory companies if you didn’t read between...
462 Views
MV US Listed Semiconductor 25 Index Rebalance: Round-Trip Trade Over US$2bn
No constituent changes but a lot of capping changes. Estimated one-way turnover is 4.9% resulting in a one-way trade of US$1.04bn. The selling in...
761 Views
TMT Daily - EVs, CATL, AMD V NVDA, Samsung V TSM Tokyo Electron, ASML, Telco, Shopify, Match, Bumble
​CATL cuts as lithium falls below cash cost as EVs slump. AMD traction in inference v Nvidia. Samsung woes at both 4nm and 2nm, TSM widens lead....
863 Views
Taiwan Tech Weekly: TSMC Becoming More Dominant; Apple's AI Opportunity; Taiwan Market Hammered
​TSMC extending its lead in global foundry with Intel and Samsung needing help. Apple best positioned deliver the AI phone 'dream'. Taiwan market...
678 Views