TSMC (TSM.US; 2330.TT): It's Too Aggressive Intel Wants to Deliver 4 Technology Nodes Within 2024.
TSMC is still focusing on their delivery targets for 3nm and 2nm for the next goals. We have to leave a big question mark here that Intel declares...
479 Views
More Evidences Show VGA Card Demand Is Weakening. Maintain Our Conservative View on VGA Card Market
After several years of robust growth on mining demand, we are likely to see the turning point for VGA cards in 1H22. We see more data points in...
587 Views
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...
778 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...
341 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