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AMD Supply Chain
Insights on Companies in the AMD Supply Chain
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bearish
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ASE Technology Holding
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31 Oct 2024 18:07
ASEH (3711.TT; ASX.US): The Overall 4Q24 Trend Is Slightly Downward QoQ.
4Q24 EMS expected to decline, ATM sales to grow slightly. 2024 market still struggling, AI demand robust. 2025 outlook shows promise for recovery...
Patrick Liao
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142 Views
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bullish
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Taiwan Semiconductor (TSMC)
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25 Oct 2024 13:57
Tech News This Week: TSMC, NVIDIA, Samsung, Legacy Semi, China Semi
Nvidia's Blackwell GPU problems were Nvidia's doing, not TSMC. Samsung loses customer to TSMC at 3nm. Legacy Foundry face overcapacity, pricing...
Nicolas Baratte
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434 Views
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bearish
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Taiwan Semiconductor (TSMC)
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25 Oct 2024 05:01
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Syndicated
Tech Supply Chain Tracker (25-Oct-2024): Zomato beats expectations in Q2, faces high expansion costs.
Zomato posts impressive Q2 results but struggles with high expansion costs; Germany's Manufacturing X Initiative shakes up industry collaboration;...
Tech Supply Chain Tracker
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157 Views
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bullish
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Samsung Electronics
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23 Oct 2024 21:18
Surging Buzz Around the Potential Split of Samsung Electronics
This post dives into the potential split of Samsung Electronics, one of the hot topics currently heating up Korea's stock market.
Sanghyun Park
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482 Views
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bullish
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Taiwan Semiconductor (TSMC)
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22 Oct 2024 19:00
Taiwan Semiconductor (TSMC) Crushes Q3 Expectations with 54% Profit Surge—What’s Fueling This Chip Giant’s Growth?
Taiwan Semiconductor Manufacturing Company (TSMC) has reported a robust performance in the third quarter of 2024, underscored by significant...
Baptista Research
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215 Views
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