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William Keating
Semiconductor & Technology Specialist
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Ingenuity
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Location:
Hong Kong
Joined:
11 August 2017
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bullish
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Thematic (Sector/Industry)
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21 Oct 2024 17:35
Gate All Around Transistors. Evolution Or Revolution & Why It Matters
The transition to GAAFETs is an evolutionary, not revolutionary change. This implies that TSMC will be able to transfer its process technology...
William Keating
186 Views
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bullish
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Taiwan Semiconductor (TSMC)
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17 Oct 2024 17:39
TSMC Q324 Earnings Key Takeaways
Q424 revenue forecast of $26.5 billion, up 13% QoQ and the highest Q3 to Q4 revenue jump since Q4 2017. According to a key customer, demand for AI...
William Keating
246 Views
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bullish
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ASML Holding NV
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16 Oct 2024 12:44
ASML Tanks Semis On Tepid 2025 Outlook
ASML downward revision of their 2025 forecast tanked the stock, and semiconductors generally, overnight. Yet they are still projecting 16% YoY...
William Keating
312 Views
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bearish
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Thematic (Sector/Industry)
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12 Oct 2024 10:44
Autonomous Driving- The Tesla Delusion
In the wake of Elon Musk's launch (relaunch?) of Tesla's RoboTaxi yesterday (which tanked the company's share price), you might be interested to...
William Keating
989 Views
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bearish
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Thematic (Sector/Industry)
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11 Oct 2024 16:56
Taiwan Semi Monthly Tracker Red Flags Double MoM In September 2024
Seven Taiwan semi companies from our list of sixteen are now showing negative YoY monthly growth as of September 2024, up from just three a month...
William Keating
462 Views
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