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Patrick Liao

Patrick Liao
Taiwan Tech Focused Senior Analyst

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29 May 2024 08:26

UMC (2303.TT; UMC.US): The Outlook for 2024 Could Show Flat to Low Single-Digit Growth.

​UMC forecasts flat to low single digit growth for 3Q24, receiving orders but unable to fully compensate for loss of Samsung's 28nm orders.

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26 May 2024 10:19

Vanguard (5347.TT): Planning to Announce the Construction of a 12" Fab in Singapore in 2024.

​Vanguard plans to establish two 12" fabs in Singapore in 2014 to compete with other companies in the expanding Chinese market.

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19 May 2024 11:57

TSMC (2330.TT; TSM.US): A16 Technology Continues to Evolve in 1H27.

​TSMC to introduce A16 technology with advanced power delivery solution, Si Photonics to co-exist with traditional packages.

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bullishSilergy Corp
15 May 2024 17:20

Silergy (6415.TT): Rebounding from the Bottom in 1Q24, It Will Witness Normal Orders Since 2Q24.

​General Motors sees strong financial performance in Q1 2024, with inventory levels returning to normal and expected growth throughout the year...

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SMIC (981.HK): 1Q24 Outlook Was Improved, and The 2Q24 Outlook Appears to Be Better than 1Q24.

​Exciting 1Q24 results show revenue and GM surpassing guidance, with optimistic 2Q24 outlook despite EUV machine embargo impacting China.

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