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Tech Hardware and Semiconductor Research
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Tech Hardware and Semiconductor Research
Insights on Tech Hardware and Semiconductors
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 12:25
Earnings: TSMC, AEHR, ASML, VAT Group, Export Restrictions
The first week of earnings lends us confirmation bias, and additional fears of export restrictions. Let’s start with the actual earnings order,...
Fabricated Knowledge
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88 Views
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bearish
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Thematic (Sector/Industry)
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22 Jul 2024 08:09
Semiconductor Equipment Stocks: A Bounce Before the Reckoning
Reports of tighter US sanctions and Trump's comments about Taiwan have broken the momentum of SPE stocks. A bounce seems likely, but a scenario of...
Scott Foster
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128 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
21 Jul 2024 20:28
Taiwan Tech Weekly: Strong TSMC & ASML Data Fails to Rally the Semiconductor Sector
Taiwan stocks dropped last week as potential new US tech restrictions for China loom, despite strong TSMC and ASML results. Apple ramping up...
Vincent Fernando, CFA
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242 Views
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bullish
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ASML Holding NV
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21 Jul 2024 20:06
ASML Readthrough: Are There Signs of an Industry Slow Down?
We analyze ASML's results for signs of potential industry softness or pausing of demand. Overall, ASML's data depicts an industry experiencing...
Vincent Fernando, CFA
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261 Views
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bullish
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Taiwan Semiconductor (TSMC)
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21 Jul 2024 16:27
TSMC. Take The Pullback Gift
Q324 revenues $22.8 billion, up 9.5% QoQ & up 32% YoY. FY24 guidance raised to >25% YoY. Share price down 14% from 52 week high but still up >2x...
William Keating
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