TSMC (TSM.US; 2303.TT): ASP Lifting Hasn't Decided Yet; QCOM Moves Back High-End Smartphone 8 Gen 1
TSMC is still considering 1) at what time and 2) what technologies to further raising wafer price now. Qualcomm has come to the 2nd client because...
786 Views
GEM Weekly (11 Mar 2022): Chinese Macro Data; Samsung Electronics, Swiggy, Naver, Yum China
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
344 Views
The Current Huge Gap of VGA Card Demand over Supply May Reverse in 2H22/2023
While Taiwanese VGA card makers reported record sales in January and NVIDIA reported record quarterly revenue for 4QFY22, the outlook of the VGA...
1.9k Views
KYEC (2449.TT): A Slow 1Q22 Is Likely to Occur, Which Could Present an Entry Point.
We expect the revenue/GM is about NT$8.55bn/26% in 1Q22 respectively. The shareholder might receive the same paying amount for ~NT$2.5+ for 2021....
404 Views
The Conundrum for Samsung - What to Do Foundry?
Samsung Electronics' believes that foundry will be a key point of future diversification and growth but it seems they have run into a problem. ...
476 Views