Alphawave, TSMC and Lam Research Follow-up, DISCO and Lasertec
Alphawave reported last week. The results were not good; they were great. I actually am excited to see Tony and the team execute like this....
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TSMC Sees Continued Weakness, and EUV's Quandary (ASML)
TSMC sees further inventory correction, I see earnings disappointments. ASML has a quandary if the entire ecosystem is trying to use EUV.
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Tokyo Electron. Betting Big On MAGIC Despite The Downturn
Q1’23 revenues of ¥558.2 billion, up 19% sequentially and up 1% YoY. FY24 outlook down 23% YoY with H2 marginally better than H1.R&D & CapEx...
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Japan Morning Connection – 18 July, 2024
Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
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Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
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