TSMC. Robust Defence Of Process Technology Leadership
Q323 revenue $17.28 billion, +10.2% QoQ in US$ terms but still down 14.6% YoY. Q423 revenues of $19.2 billion, +10% QoQ. CEO C.C. Wei says his N3P...
675 Views
TWSE Foreign Holding Weekly (Oct 20th): Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan Cement
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in Wistron, TSMC, Airoha Tech, Delta Elec, Taiwan...
659 Views
ECM Weekly (22nd Oct 2023) - J&T, Cuscal, Liontown, Cainiao, ZJLD, Taiwan Cement, Zomato, Hana Micro
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
789 Views
TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all...
882 Views
TSMC (2330.TT;TSM.US): Lukewarm 4Q23F Outlook, and Hope to Experience a Healthy Growth in 2024F.
TSMC expects their business to be supported by smartphone seasonality, while AI-related demand continues to be strong. TSMC anticipates 2024F to...
887 Views