Long Intel/Short AMD; Analysis of Technical Publications Suggests TSMC Will Play a Critical Role
We analyze the relative innovation strengths of Intel and AMD in design and manufacture and how much ahead TSMC is in manufacturing innovations...
421 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
431 Views
SMIC (981.HK): The Overall Demand Situation Is Growing Up in 2022.
The outlook is a little bit lower than our expectation for revenue/GM to be US$1860-1,897/37-39% in 2Q22 guidance, but the overall demand situation...
553 Views
GlobalWafers (6488.TT): Not Settling Disturbing Reasons, but We Presume Stock Price Could Rebound.
Its revenue, GM and NM were NT$16.3bn, 42.6% and 36.1% in 1Q22. The stock dividend is NT$16 in 2022, which is 58.7% payout ration from 2021...
520 Views
SMIC (981.HK): 2Q22 Preview- We Estimate Around 5% Growth Could Be the Case
We thick SMIC is likely to reach ~US$6,680mn/39% for revenue/GM respectively in 2Q22. SMIC cannot but to optimize its operation and to expand 28nm...
626 Views