Silergy (6415.TT): Earnings Conference for 4Q21- The Demand Is Strong for 2022~23.
Silergy expects Auto, Sever Mother-board, SSD should be showing a strong demand in 2022. The shipment lead-time is controlled at around 5~6 months,...
540 Views
Silergy (6415.TT): In 2022, the Company Should Aim at Growing Above 30%.
We expect that the revenue/GM is about NT$5.95bn/54% in 1Q22 respectively. We expect it shall come to NT$6.14bn/56.5% for revenue/GM in 4Q21...
491 Views
Screening for GEMs: March 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
384 Views
GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
345 Views
Ukraine Invasion's Semiconductor Impact
How will the chip market be impacted by sanctions against Russia? The SIA expects a negligible demand decrease and no short-term impact tot he...
457 Views