UMC (2303.TT; UMC.US): There Is a Greater Chance for a Rebound in 2Q24F.
UMC's 28nm has a utilization rate of over 80% in 4Q23F. It is early to determine the utilization rate could be reached in 2Q24F, there is a greater...
Patrick Liao
92 Views
TSMC (2330.TT; TSM.US): 2024 High Conviction for Upside >15% YoY
TSMC is expected to experience growth of ~15% YoY in 2024F. TSMC's N3 is expected to dominate the market in 2024F, with applications in CPU, GPU,...
Patrick Liao
307 Views
TSMC (2330.TT; TSM.US): N2 Technology Is Scheduled in 2025F.
TSMC's N2 technology is currently undergoing verification for a 256Mb SRAM. TSMC N3 technology capacity was 65kwpm in 3Q23. The current version is...
Patrick Liao
307 Views
Silergy (6415.TT): Silergy Expect to Grow Slightly in 4Q23F.
It will grow slightly in 4Q23F. The inventory adjustment of consumer electronics products is nearing completion and industrial products, including...
Patrick Liao
214 Views
Hon Hai (2317.TT): If the Market Is Unchanged, and It Will Be Slightly Upside in 2024 Market.
The 4Q23F results will be higher than 3Q23, but lower than 4Q22. If the market is unchanged, and it will be slightly upside in 2024F market. For...
Patrick Liao
247 Views