ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
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Phison (8299.TT): 2Q22 Could Expect a Slightly Growth QoQ
Phison reached to NT$17.1bn, 32%, 14% and NT$10.49 for revenue, GM, NM and the Diluted EPS in 1Q22. We estimate it could reach NT$18.1bn and 32.5%...
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Phison (8299.TT): Insistence in NAND Flash Technology
We estimate Phison will reach NT$14.1bn sales and 25% GM outlook in 1Q22. For 2022, it stars with a good beginning for 5~10% NAND price lifted.
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Phison (8299 TT) Switched to App & Technology Oriented NAND Solutions
For long-term applications, Phison has expanded from traditional consumer modules to high-margin industrial control, game consoles and large volume...
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Phison (8299 TT): New Solid-State Drives to Drive Growth
Good price momentum, earnings on an upcycle trend, and low debt levels relative to its sector Shipments of new PCIe solid-state drives (SSD)...
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