Semiconductor WFE Q323 Segment Roundup & Outlook
On the basis of current quarter forecasts, we calculate CY2023 WFE revenue to reach $92.6 billion, a 1.6% YoY decline, and a far cry from the...
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Takeaways After Global Semi Equipment Model Updated and Our View on 2024/2025
Takeaways After Global Semi Equipment Model Updated and Our View on 2024/2025; We are providing six takeaways and sales growth estimates for 2024-2026
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GEMWeekly (27 Oct 2023): South Korea, China Macro; Hon Hai, Foxconn, Naver, SMIC
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC results came in much better than feared. Revenue was slightly weaker than expected and below consensus. This quarter's big story was margins...
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Four Things to Know About Tightened U.S. Rules Over Chip Exports to China
The U.S. on Tuesday announced an updated set of export controls over more cutting-edge artificial intelligence (AI) semiconductor and chip...
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