ASE Q1'23 Revenues Decline 26% QoQ, Q2'23 Outlook Flat Sequentially
ASE Q1 revenue down 26% QoQ, 9% YoY. Equipment utilisation fell to 60% during the quarter. Q1 was the trough, Q2 will be the same. Modest return to...
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Taiwan Tech Weekly: AMD Wins First Training Chip Order Outside NVIDIA; NVDA Prepays Amkor's Capex
​AMD commits $5bn to Anthropic for it to buy AI training accelerators, NVIDIA prepaying for Arizona packaging, Samsung and SK Hynix plan expansions...
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U. S. Equity Strategy: Status Quo: Bullish Outlook Intact
Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...
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Semiconductor OSAT. Strong Q1 Results, Weak Q2, Cautious H2 2020 Outlook & Good News For ASE & JCET
First quarter combined revenues for the top ten Outsourced Semiconductor Assembly Test (OSAT) companies grew by 23.5% YoY to reach $5.9 billion....
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Taiwan Tech Weekly: Packaging Scarcity Locks In to 2030, Intel Builds New Capacity to Compete
​TSMC signs 10-year deal, Intel responds with packaging-focused foundry, Taiwan and Korea see growth in memory and passives.
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