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ASML Holding NV (ASML NA)
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Information Technology
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Netherlands
ASML Holding N.V. develops, produces, and markets semiconductor manufacturing equipment, specifically machines for the production of chips through lithography. The Company services clients world wide.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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11 May 2022 10:08
TSMC (TSM.US; 2330.TT): Further Wafer Price Raise About 6% from the Beginning of 2023
TSMC will raise wafer price about 6% for all product lines since the beginning of 2023. It's believed the Fabless company's margin could be...
Patrick Liao
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424 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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15 Apr 2022 09:38
TSMC (TSM.US; 2330.TT): 1Q22 Beats Our Forecast; 2Q22 Revenue Is in Line, and GM/OPM Beats Forecast
The revenue/ GM/ OPM/ EPS/ ROE is USD$17.57b/ 55.6%/ 45.6%/ NT$7.82/ 36.2% in 1Q22. The revenue/ GMO/ OPM is US$17.6-18.2bn/ 56-58%/ OPM: 45-47% in...
Patrick Liao
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662 Views
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bullish
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Semiconductor Manufacturing International Corp (SMIC)
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02 Apr 2022 21:48
SMIC (981.HK): Local Demand Is Very Strong, but EUV Embargo Is Constrained Technical Growth Still.
SMIC will spend ~US$5bn in Capex in 2022, of which only the Beijing is 12” Fab, and Shenzhen and Tianjin are 8” Fabs. SMIC had a limitation to...
Patrick Liao
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446 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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19 Feb 2022 15:32
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...
Patrick Liao
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397 Views
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bullish
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Semiconductor Manufacturing International Corp (SMIC)
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13 Feb 2022 19:59
SMIC (0981.HK): Raising CapEx to $5bn in 2022. Exciting News, or Fierce Competition Ahead?
SMIC plans to expand capacity in Shenzhen, Tianjin and Beijing in 2022 because the unprecedently foundry demands. The Capex plan is ~US$5bn in...
Patrick Liao
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