What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
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Primer: Visual Photonics Epitaxy Co (2455 TT) - Nov 2025
Visual Photonics Epitaxy Co. (VPEC) is a key upstream supplier in the compound semiconductor industry, specializing in Gallium Arsenide (GaAs)...
437 Views
[Wafer Watch] Foundry Loading, 3nm Scarcity, and New Materials Constraints
Samsung’s utilisation improves, TSMC’s 3nm is sold out, InP substrates tighten, and CXMT accelerates its DRAM build-out.
303 Views
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
1.1k Views
GEM Weekly (7 Jul 2023): China PMI, South Korea CPI: Ant, Alibaba, TSMC, HuaBao International
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
521 Views