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Patrick Liao
Taiwan Tech Focused Senior Analyst
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Location:
Taiwan
Joined:
12 November 2021
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Recent
bullish
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Vanguard Intl Semiconductor
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30 Apr 2024 21:40
Vanguard (5347.TT): 1Q24 Sales Did Reach the Bottom, and 2Q24F Rebounds ~15% QoQ in Sales.
1Q24 sales reached 96% of 4Q23, the recent low of sales. Demand is gradually picking up in 2Q24F, but inventory adjustments for industrial and...
Patrick Liao
247 Views
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bullish
•
Mediatek Inc
•
26 Apr 2024 22:00
MediaTek (2454.TT): 1Q24 Results Beat; 2Q24F Revenue Outlook Shows a Flat to Downward Scenario.
Customer demand has slowed in 2Q24F. Sales in USD are expected to grow in the mid-teens YoY and Smartphone growth will be the strongest driver in...
Patrick Liao
405 Views
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bullish
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ASE Technology Holding
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25 Apr 2024 18:01
ASEH (3711.TT; ASX.US): 1Q24F Results Were Better, and the Outlook for 2024F Was Very Positive.
Almost every sectors are recovery since 1Q24, and auto and industrial applications sectors still need more time to digest inventory. All product...
Patrick Liao
217 Views
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bullish
•
United Microelectronics Corp
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24 Apr 2024 19:02
UMC (2303.TT; UMC.US): 2Q14F in Line; Singapore Fab Expansion Received Adds.
UMC still a bit conservative into 2H24F. The P3 project has received strong support from the Singapore government with a US$5 billion Capex.
Patrick Liao
241 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Apr 2024 21:47
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%
Patrick Liao
396 Views
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