TSMC. Strong Q2 & Improved FY 2020 Outlook Since Q1 Despite Twin Headwinds Of COVID-19 & Huawei Ban.
TSMC last week reported second quarter revenues of $10.38 billion, at the top of the forecasted range, up 34.1% YoY and a modest 0.8% increase...
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Asia Short Interest Weekly - PingAn, WuXi Bio, Meituan, SMIC, Fast Retail, Sumitomo, Yageo, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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May Chip Shipments Up, but Outlook Is Confused
The SIA released the monthly WSTS semiconductor shipments statistics for May, and with it a statement that the chip market seemed resistant to...
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Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
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Moore's Law Has Ended... Again!
Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...
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