TSMC (2330.TT;TSM.US): Preferred Scenario Is: Investment Slightly Exceeds Near-Term Demand by 2028
TSMC’s revenue could grow by approximately 40%–43% YoY in 2026. 2027 growth remains dominated by AI. Investment Slightly Exceeds Near-Term Demand —...
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Silergy (6415.TT): 3Q26 Outlook: Management Remains Bullish
Management believes Data Center revenue could exceed 20% of total company revenue in 2027. Smart Power Stage (SPS) products was one of the most...
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TSMC (2330.TT; TSM.US): Stock Prices Had Already Priced in Excessively Optimistic Expectations.
Investors may not have realized they were in a bubble before the recent sharp decline, now facing the challenge of valuation compression and...
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TSMC (2330.TT; TSM.US): All Good News Doesn't Mean A Good Stock Price.
Third quarter revenue for AI-driven technologies sees a significant increase, with CAPEX driven by high demand for AI-related mature technologies...
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Vanguard (5347.TT): June Revenue Reached a Record High.
Vanguard's record high June revenue signals positive outlook, with AI applications and tight supply of 8-inch foundry capacity offering potential...
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