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Vanguard Intl Semiconductor
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Vanguard (5347.TT): The Outlook of 4Q24 Seems a Bit Softer.
Equity Bottom-Up
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06 Sep 2024 11:21
Due to slightly downside 4Q24, with visibility limited to 3 months and demand driven by urgent orders. Recruitment for upcoming 12" Fab in Singapore in collaboration with NXP has begun.
What is covered in the Full Insight:
Market Outlook for 4Q24
Order Visibility and Demand
Performance of Different Sectors
12" Fab Collaboration with NXP Semiconductors
Future Capacity Projections
SUMMARY
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