bullish

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales

983 Views10 Apr 2024 19:19
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but 8"/12" raw wafer vendors in Japan to miss.
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Rising
Andrew Lu
Asia and Global Semiconductor and Tech Research
Taiwan & ChinaInformation TechnologyEquity Bottom-Up
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