Intel 4Q22: How Many Kitchen Sinks?
Intel's massive guide down for 1Q23 is just the latest kitchen sink for the perpetually overoptimistic Pat Gelsinger, who is going to need to come...
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Taiwan Tech Weekly: Dutch & Japan China Restrictions End-January, Realtek Results Show Pain in PCs
Also- The U.S. military is preparing for Speaker of the House McCarthy to visit Taiwan; and Western Digital & Kioxia could merge NAND flash units...
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Is The Semiconductor Collapse Slowing?
One week before most chip companies report revenues, the semiconductor market seems to be slowing its decline. Although the market hasn't yet hit...
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Taiwan Tech Weekly: Global Optimism for Semi Stocks, Taiwan's New Subsidies, TSMC CEO Buying Stock
TSMC results will be released this afternoon. Notably, TSMC's CEO has been buying shares over the last three months. Hon Hai begins iPhone 15 trial...
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Taiwan Tech Weekly: Signs TSMC Winning the 3-Nm Battle Vs. Samsung, Apple Bargaining Down Suppliers
TSMC's revenue could drop in the near-term due to customers cutting orders, however full year 2023E growth still likely thanks to advanced chips.
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