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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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Mediatek Inc
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26 Apr 2024 22:00
MediaTek (2454.TT): 1Q24 Results Beat; 2Q24F Revenue Outlook Shows a Flat to Downward Scenario.
Customer demand has slowed in 2Q24F. Sales in USD are expected to grow in the mid-teens YoY and Smartphone growth will be the strongest driver in...
Patrick Liao
389 Views
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bullish
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ASE Technology Holding
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25 Apr 2024 18:01
ASEH (3711.TT; ASX.US): 1Q24F Results Were Better, and the Outlook for 2024F Was Very Positive.
Almost every sectors are recovery since 1Q24, and auto and industrial applications sectors still need more time to digest inventory. All product...
Patrick Liao
209 Views
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bullish
•
United Microelectronics Corp
•
24 Apr 2024 19:02
UMC (2303.TT; UMC.US): 2Q14F in Line; Singapore Fab Expansion Received Adds.
UMC still a bit conservative into 2H24F. The P3 project has received strong support from the Singapore government with a US$5 billion Capex.
Patrick Liao
230 Views
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bullish
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Taiwan Semiconductor (TSMC)
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18 Apr 2024 21:47
TSMC (2330.TT; TSM.US): 2Q24F Sales in Line, 2024F Is Lowering the Growth Target Below 25% YoY
With Apple's iPhone driving N2 production for TSMC in 4Q15F, maintaining a long-term gross margin of 53%. TSMC's long-term gross margin is set at 53%
Patrick Liao
388 Views
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bullish
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Novatek Microelectronics Corp
•
16 Apr 2024 17:02
Novatek (3034.TT): 2Q24F Keeps Growing, and 3Q24F Shall Grow Significantly.
Novatek's strong 1Q24 sales growth sets a positive tone for 2024, with potential boosts from UMC orders and iPhone 16 qualification.
Patrick Liao
216 Views
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