TSMC (2330.TT; TSM.US): 2Q24F Sales in Line, 2024F Is Lowering the Growth Target Below 25% YoY
With Apple's iPhone driving N2 production for TSMC in 4Q15F, maintaining a long-term gross margin of 53%. TSMC's long-term gross margin is set at 53%
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Novatek (3034.TT): 2Q24F Keeps Growing, and 3Q24F Shall Grow Significantly.
Novatek's strong 1Q24 sales growth sets a positive tone for 2024, with potential boosts from UMC orders and iPhone 16 qualification.
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TSMC (2330.TT; TSM.US): US$6.6bn from US CHIPS Act; the Earthquake Impact and the 2nd Japanese Fab.
US Department of Commerce and TSMC Arizona sign $6.6 billion deal; earthquake impact minimal on TSMC revenue; TSMC's 1st Japan Fab to start...
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UMC (2303.TT; UMC.US): Some Rush Orders Coming in and 2Q24F Could Post Positive QoQ.
UMC's 2Q24F outlook is slightly improving, with Novatek Microelectronics Corp potentially being a key influencer. Keep an eye on the 3Q24F outlook...
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TSMC (2330.TT; TSM.US): 2Q24F Preview; TSMC Is Anticipated to Receive ~US$5Bn from the US Chip Act.
TSMC's Q2 2024 outlook to increase by 5%, Intel to adopt TSMC N3B technology, and both companies to receive financial assistance through US Chips...
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