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INSIGHT PROVIDER
Patrick Liao
Taiwan Tech Focused Senior Analyst
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Taiwan
Joined:
12 November 2021
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Recent
bullish
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King Yuan Electronics Co, Ltd.
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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...
Patrick Liao
407 Views
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bearish
•
Mediatek Inc
•
24 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...
Patrick Liao
376 Views
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bearish
•
United Microelectron Sp Adr
•
20 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...
Patrick Liao
309 Views
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bullish
•
Taiwan Semiconductor (TSMC)
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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...
Patrick Liao
437 Views
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bearish
•
Mediatek Inc
•
26 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.
Patrick Liao
277 Views
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