Taiwan Tech Weekly: New ASML Restrictions Tighten Vice Further on China; AI & The Nvidia/AMD Family
Also -- TSMC supplier hit by cyberattack, Hon Hai expanding EV in Vietnam, plus our recent research notes on Hon Hai, Nanya Tech, Himax, Yageo, and...
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Micron. Clutching At AI Straws
FQ3’23 revenues $3.8 billion, + 2% QoQ & -57% YoY. Micron: "Profitability and cash flow will remain extremely challenged for some time". For "some...
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Taiwan Tech Weekly: Micron Results Key for Nanya; Hon Hai New 52-Week High; AI Leaders Basket
Hon Hai's break out continues, with the shares achieving a new 52-week high. The company's new JV with automaker Stellantis may finally be winning...
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SK Square: Share Cancellation and More Share Buyback Likely from Sale of SK Shieldus in 2H 2023
After the market close on 22 June, SK Square announced that it will cancel treasury shares worth 2.5 million shares on 4 October 2023, which...
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Encouraging Signs in Recent Semi Stats
The chip market is giving signs of a recovery which will see rising revenues but should remain unprofitable for commodity players until mid-2024. ...
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