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Vanguard Intl Semiconductor (5347 TT)
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44
Analysis
Information Technology
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Taiwan
Vanguard International Semiconductor Corporation offers integrated circuit foundry services. The Company manufactures 0.18um logic, mixed-signal, analog, high voltage, low power, CMOS RF, flash, embedded memory, and bipolar CMOS DMOS semiconductors.
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bearish
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Thematic (Sector/Industry)
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09 Nov 2023 07:01
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...
Andrew Lu
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514 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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31 Jan 2024 05:00
Taiwan Tech Weekly: Semiconductors Surging in Southeast Asia; UMC & Mediatek Results Today
Key Taiwan results ahead include Mediatek, UMC, Realtek, Novatek, and Himax. Taiwan AI names have been flying lately while Novatek and Himax have...
Vincent Fernando, CFA
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304 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Jan 2024 17:49
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors; TSMC expects 2024 semi sector in recovery with 20...
Andrew Lu
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2k Views
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bearish
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Novatek Microelectronics Corp
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08 May 2024 08:15
Novatek (3034.TT): 1Q24 Sales Inline; 2Q24F Sales Guidance Below Consensuses
Company's 2Q24 revenue outlook falls below expectations due to soft smartphone demand, despite aggressive stocking for TVs. Dividend payout rate...
Patrick Liao
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194 Views
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bullish
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Taiwan Semiconductor (TSMC)
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20 Mar 2024 09:24
TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F.
Taiwan Semiconductor (TSMC) aims for 25% revenue growth by 2024, bolstered by CoWoS market dominance and new Fab in Chiayi.
Patrick Liao
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340 Views
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