Semiconductor Events Deserving Your Attention @ 7/8/23
Global semi sales for June '23 ~$41.5 billion, +1.7% MoM, -17% YoY. Nanya July 2023 revenue NT$ 2,437 million, -1% MoM, -44.5% YoY. ASPEED YTD...
476 Views
Ingenic Semiconductor IPO: Circuit Seems Incomplete Given The Valuation Vis-À-Vis Growth Prospects
Ingenic Semiconductor launched Hongkong IPO to raise nearly HK$3.2B for innovation, product development etc. Growth potential does not fully...
128 Views
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
449 Views
Nanya Q2'23 Results. Doldrums Ahoy!
Q2’23 revenue NT$ 7,027 million, +9.4% QoQ , -61% YoY. Customer inventories ~normalised, supplier inventories remain ++. Until this corrects or...
587 Views
TWSE Foreign Holding Weekly (Aug 14th): MediaTek, Nanya Technology, TSMC, Yageo
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in MediaTek, Nanya Technology, Powerchip...
104 Views