Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
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VIS (5347:TT): The Outlook Is a Bit Slower in 4Q23F
Vanguard's order outlook is a bit slower in 4Q23F. Vanguard's goal is to establish a 12" wafer Fab, which we estimate will likely be viable with...
532 Views
Taiwan Tech Weekly: New Huawei Phone Works Around U.S. Restrictions?; Taiwan AI Stocks Surging Again
Dell will report earnings -- Look for PC upgrade cycle color and AI PC comments. SEMICON Taiwan is coming soon, we will attend.
501 Views
Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
527 Views
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
473 Views