TSMC (2330.TT; TSM.US): 4Q24 Outgrowth; Co-Work with Almost AI Innovators.
TSMC's 4Q24 guidance shows strong sales growth, with AI revenue set to triple and contribute significantly to overall sales. APT expected to...
233 Views
KYEC (2449.TT): 4Q24 Outlook Brightening; NVDA Will Become #1 Client in 2025
Expect seasonal uptrend in 4Q24 outlook for King Yuan Electronics Co, with NVIDIA Corp as top client and Mediatek Inc as second-largest in 2025....
266 Views
UMC (2303.TT; UMC.US): 4Q24 Outlook Blurred; QCOM Opens up a New Chance; Considering Selling Fab 8S.
UMC's 4Q24 outlook expects -5% QoQ decrease with 30% gross margin, Qualcomm moving out of SMIC opens opportunities for UMC, considering selling...
472 Views
TSMC (2330.TT; TSM.US): The Productivity and Profitability Are the Essential Competitiveness.
TSMC may start producing iPhone 17 with 2nm technology in mid-2025, while competitors Samsung and Intel face challenges with their mixed business...
321 Views
Vanguard (5347.TT): TSMC Invests over 3.7 Billion in Vanguard to Increase Its Holdings to 27%.
TSMC boosts investment in Vanguard to 27%, Taiwanese authorities approve Vanguard's investment in Singapore factory, 4Q24 outlook shows potential...
242 Views