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...
288 Views
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...
204 Views
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...
201 Views
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...
348 Views