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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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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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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All Is Not Well in Tech Sector, AI Growth Slows, TSMC Expensive. Samsung, SK Hynix More Attractive.
Difficult juncture for Asia Tech. Consumer and Enterprise segments are flattish; stocks have underperformed. AI is the only growth driver, growth...
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