No Sign of Selling Advanced Scanners by ASML to China Customers, Implications
No Sign of Selling Advanced Scanners by ASML to China Customers, Implications; Huawei and HiSilicon supply chain vendors will be benefited the most
1.4k Views
Semiconductor Events Deserving Your Attention @6/12/23
Global semi sales for October 23 of $46.6 billion, +3.9% MoM, -0.7% YoY. Q323 semi WFE billings $25.6 billion, -11% YoY, -1% QoQ. China set to...
505 Views
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...
606 Views
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
926 Views
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...
585 Views