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Patrick Liao

Patrick Liao
Taiwan Tech Focused Senior Analyst

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10 May 2025 21:36

TSMC (2330.TT; TSM.US): Intel Appears to Have Delayed the Foundry Competition to 14A.

​TSMC's 2nm process rivals Intel's 18A technology, with Intel ordering capacity from TSMC while also investing in its own manufacturing roadmap.

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SMIC (981.HK): 2Q25 Guidance Shows A -5% in Revenue. Could This Reflect the Impact of US Tariffs?

​SMIC's 1Q25 results met expectations, with cautious 2Q25 guidance. Americas contribute 12.6% to revenue, while China and Eurasia dominate. SMIC...

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07 May 2025 17:43

Novatek (3034.TT): US Tariffs Remain the Key Uncertainty.

​2024 payout ratio 83.76%. 2Q25 Revenue guidance NT$26.5–27.7bn / US$828–866mn, Gross Margin 37–40%, OPM 18.5–21.5%. Sales and cost in USD, 1% TWD...

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06 May 2025 16:50

Vanguard (5347.TT): 2Q25 Outlooks Largely in Line; Exchange Rates and Tariffs Remain Uncertain…

​2Q25 outlook: Wafer shipments to grow, ASP to increase, gross margin projected; PMIC to see significant growth, dividend policy maintained at...

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04 May 2025 21:03

Vanguard (5347.TT): 2Q25 Outlook Slightly Upbeat; US Tariffs Remain a Negative Factor.

​Vanguard Intl Semiconductor expected to see slight upside in 2Q25 outlook, with PMIC segment showing potential growth and no impact from Beijing's...

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