Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales
Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales; Y/Y improvement for LCD panel, 8"/12" raw wafer, CMOS sensor, GaAs RF, cooling system,...
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What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
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Quiddity Leaderboard T50/100 Sep26: TDIV Deletion Names Moving Away from Danger Zone
If the worst-ranked T50 member Alchip (3661 TT) underperforms other names by 1% it could fall to the 61st place and get deleted . In this case,...
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How Big Is the AI Accelerator Market? AMD, Broadcom, Nvidia, SK Hynix, TSMC
AMD estimates AI Accelerators will reach US$500bn by 2028 ($45bn in 2023). Accelerators increased by 150% in 2024, $113bn. Based on TSMC CoWoS,...
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