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...
274 Views
TSMC's June Revenue Declined 9.5% MoM. Should We Be Worried?
Q224 revenue of US$20.9 billion, $457 million above the high end, up 10.5% QoQ and up 33.7% YoY. It was also TSMC's highest revenue quarter ever
268 Views
Apple Intelligence, Powered By ChatGPT. Genius Move Or Desperate Gamble?
The extraordinary valuations of Microsoft & Apple were driven by association with ChatGPT. Revenue growth to justify those valuations now also...
312 Views
NVIDIA's Conundrum...
When Intel dominated the data centre and minted tens of billions annually, its customers benefited even more, minting hundreds of billions. Will it...
458 Views
Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
190 Views