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William Keating
Semiconductor & Technology Specialist
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Ingenuity
Location:
Hong Kong
Joined:
11 August 2017
375
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bullish
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Taiwan Semiconductor (TSMC)
•
20 Apr 2024 13:27
TSMC. How To Turn Chicken Salad Into Chicken Sh*t
TSMC beat & raised guidance, maintained FY outlook. Minor, unnecessary tinkering with semi and foundry forecasts plus confusion about the root...
William Keating
78 Views
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bearish
•
ASML Holding NV
•
19 Apr 2024 11:32
ASML. Maintaining 2024 Guidance Despite Sharp Decline In New Bookings
Q124 revenues of €5.3 billion, in line, -27% QoQ & -21% YoY. Q224 guidance of €5.95 billion, -23% YoY > H2 will must be ++ versus H1.New orders of...
William Keating
205 Views
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bullish
•
Thematic (Sector/Industry)
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16 Apr 2024 10:39
Multiple Positive Catalysts Ahead Of Q124 Earnings Season
PC, Smartphone Unit shipments both registering YoY growth in Q124. TSMC will beat guidance. Samsung sees strength in memory, smartphone shipments....
William Keating
243 Views
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bullish
•
Nanya Technology
•
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
391 Views
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bullish
•
Taiwan Semiconductor (TSMC)
•
10 Apr 2024 13:37
TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel
TSMC gets $6.6 billion US CHIPS Act funding & will build a third fab in Arizona, scheduled to open in 2030. They also reminded us of their world...
William Keating
331 Views
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