UMC. Calling Q1'23 The Trough Despite Limited Forward Visibility
Q1’23 revenues of NT$54.2 billion, a decrease of 20.1% QoQ and a 14.5% YoY, in line with expectations. Recovery slower than previously anticipated,...
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2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
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Weekly Stock Bullfinder - Week of 11/14
This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week...
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GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
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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November Semiconductors Once Again Set Records
The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...
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