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Winbond Electronics (2344 TT)
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80
Analysis
Information Technology
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Taiwan
Winbond Electronics Corporation designs, manufactures, and sells integrated circuits (IC) and related products. The Company sells its products in Taiwan, the United States, and Hong Kong.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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16 Apr 2024 20:46
Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results
Apple supply chain names are dropping due to weak iPhone shipments, while global PC shipments are growing. TSMC and ASML results will be crucial...
Vincent Fernando, CFA
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315 Views
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bullish
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Nanya Technology
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13 Apr 2024 16:42
Nanya. Tailwinds Mount Albeit Profits Still Elude
Q124 revenue NT$ 9.5 billion, +9.2% QoQ & +47.9% YoY. Larger peers focus on HBM, structural reduction in capacity & shortages caused by Taiwan...
William Keating
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399 Views
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bullish
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Micron Technology
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21 Mar 2024 22:09
Micron. Back In The Black & No Going Back
Q224 revenues $5.8 billion, +23% QoQ & +58% YoY. Net income turned positive & amounted to $476 million. Q324 revenues of $6.6 billion & gross...
William Keating
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301 Views
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bullish
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Thematic (Sector/Industry)
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29 Feb 2024 14:22
Semiconductor Memory 2023 In Review, 2024 Outlook
2023 memory revenues -36% YoY from $140.3 billion to $89.2 billion. This followed a 14% decline YoY in 2022. Forecasting >40% YoY growth in 2024,...
William Keating
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287 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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15 Feb 2024 20:35
Taiwan Tech Weekly: TSMC Playing Post-CNY Catch-Up; All Eyes on Upcoming Nvidia Results
Strong rebound after CNY with TSMC leading the gains. Nvidia results and key Taiwan companies reporting in the upcoming week. High spreads have...
Vincent Fernando, CFA
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376 Views
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