A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions. Intel might ramp up its 20A/18A ahead of TSMC 2nm...
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Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
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Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally
The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....
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BOM Cost and CoWoS Demand Analysis on Nvidia AI GPU HGX for 2023-2025, Room to Raise Estimates
After conducting our in depth bill of materials and CoWoS demand analysis on Nvidia H100 AI GPU HGX for 2023-2025, we conclude Bloomberg estimates...
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Aequitas: Unimicron Technology GDR Offering - Well Flagged US$1.4bn Offering; Shares on a Tear YTD
Unimicron Technology (3037 TT) is looking to raise up to US$1.39bn, selling 50m shares (50m GDRs) via a GDR offering with the proceeds to be used...
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