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William Keating

William Keating
Semiconductor & Technology Specialist
Ingenuity

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13 Apr 2024 16:42

Nanya. Tailwinds Mount Albeit Profits Still Elude

Q124 revenue NT$ 9.5 billion, +9.2% QoQ & +47.9% YoY. Larger peers focus on HBM, structural reduction in capacity & shortages caused by Taiwan...

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10 Apr 2024 13:37

TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel

TSMC gets $6.6 billion US CHIPS Act funding & will build a third fab in Arizona, scheduled to open in 2030. They also reminded us of their world...

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bearishIntel Corp
05 Apr 2024 15:19

Intel's New Segment Reporting. Transparency Or Obfuscation?

Intel's newly minted Foundry P&L racked up losses of ~$17 billion over the past three years.It's not expected to hit breakeven until '27/'28. Share...

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31 Mar 2024 12:05

Autonomous Driving- Are We There Yet?

I find it fascinating to read this again, almost six years to the day since I published it. I intend to publish an update on this topic in the...

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31 Mar 2024 11:16

Semiconductor Real Time Indicators Update

Tracking monthly revenues of Taiwan semiconductor companies helps us identify key trends mid-quarter. Initially we tracked the MoM revenue changes....

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