With No Surprise, Diodes Guides Automotive/Industrial Semi Demand to Fall over 20% Q/Q
With No Surprise, Diodes Guides Automotive/Industrial Semi Demand to Fall over 20% Q/Q, margin contraction, and rising months of inventory. We see...
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What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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Primer: Vanguard Intl Semiconductor (5347 TT) - Aug 2026
Vanguard is a specialized 8-inch wafer foundry well-positioned to benefit from the secular growth in AI, automotive, and industrial...
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Vanguard (5347.TT): June Revenue Reached a Record High.
Vanguard's record high June revenue signals positive outlook, with AI applications and tight supply of 8-inch foundry capacity offering potential...
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TSMC (2330.TT; TSM.US): 1Q26 with EPS of NT$22.1, with Full-Year USD Revenue Growth Over 30%.
TSMC achieves record EPS in 1Q26, driven by strong demand for advanced processes and AI, upgrading full-year revenue growth to over 30%.
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