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Patrick Liao

Patrick Liao
Taiwan Tech Focused Senior Analyst

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bullishKing Yuan Electronics Co, Ltd.29 Sep 2023 08:43

KYEC (2449.TT): Beneficiary of AI with Contribution of CoWoS Testing

It is not yet the time to judge, the upturn in 2023F, KYEC is expected to continue its upward trend throughout 2H23F. Nvidia is the driver of...

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Patrick Liao
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bearishMediatek Inc24 Sep 2023 09:32

MediaTek (2454.TT): Gaining Google TPU V7 Project Entirely Could Be a Misconception

There is a misconception "MediaTek is gaining the Google TPU v7 project in 2024-25F." Transsion Holding is placing a new order with MediaTek in...

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Patrick Liao
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bearishUnited Microelectron Sp Adr20 Sep 2023 18:50

UMC (2303.TT; UMC.US): The Revenue Can Be Downward a Bit in 4Q23F.

The upcoming demand is expected to drop in 4Q23, with the most significant decline in 40nm and 8" demand. We expect the market to reach its lowest...

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Patrick Liao
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bullishTaiwan Semiconductor (TSMC)16 Sep 2023 16:53

TSMC (2330.TT): A Bit Higher Rebound in 4Q23F

We foresee a potentially higher rebound in the near future, resulting in higher growth rate in 2023F for TSMC. The GM is expected to decrease by 2...

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Patrick Liao
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bearishMediatek Inc26 May 2022 20:32

MediaTek (2454.TT): The Smartphone Demand Could Further Decrease in 2022.

MediaTek's revised downward smartphone delivery in 1Q22 earnings conference, but we think it could be revised down again by the end of July.

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Patrick Liao
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