Intel (INTC.US): Exploring a Tough Journey. (III)
Intel Corp has a new CEO, Mr. Lip-Bu Tan, and is entering a new technology node cautiously, relying on its own technology and Taiwan Semiconductor...
364 Views
Silergy (6147.TT): 1Q25 Outlook Sales: Down QoQ but up QoQ. 2025 Outlook Sales: Up 20-30% YoY.
2025 sales outlook strong with 20-30% YoY growth, focusing on China demand recovery. Silergy targets 15% auto sales by 2025, expecting rebound in...
180 Views
TSMC (2330.TT; TSM.US): TSMC Held Press Conference Regarding Further Investment of USD$100bn in US.
TSMC Chairman reaffirms commitment to meeting customer demands globally, including $100 billion reinvestment in the U.S. Production focus will not...
323 Views
SMIC (981.HK): Speculation About the Deepseek Rumor Does Imply Continued Creative Works in the World
Speculation surrounds Deepseek's wafer yield issue at SMIC, highlighting the importance of ongoing innovation in AI applications like Deepseek's...
335 Views
GlobalWafers (6488.TT): An Uncertainty Exists Whether Si Wafer Is Included in US Custom Tax or Not.
Globalwafers notes stable prices for 12-inch wafers, signs subsidy agreement with US Dept of Commerce, no chip policy adjustments received.
310 Views