Charts to Watch
The Chinese Government has not been very friendly with the Chinese tech companies in the last year: it imposed several fines and introduced new...
195 Views
GEM Weekly (4 Mar 2022): Russian Interest Rates, Chinese PMI; NIO, ByteDance, TSMC, Samsung
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
283 Views
Phison (8299.TT): Insistence in NAND Flash Technology
We estimate Phison will reach NT$14.1bn sales and 25% GM outlook in 1Q22. For 2022, it stars with a good beginning for 5~10% NAND price lifted.
267 Views
TSMC (TSM.US; 2303.TT): TSMC Shall Decide Whether to Raise Wafer Price in One, or Two Month.
TSMC has the lowest wafer price among top foundry players, i.e., TSMC, UMC, GF and SMIC. For 28nm, the generic price is ~US$2,500 in TSMC, but it...
392 Views
Intel 4Q21: Our Capex Is More Valuable than TSMC’s
Intel's coming Analyst Day must have an earnings reset. Heightened spending and capex will remove buyback support for EPS growth and the longer...
233 Views