Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...
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Taiwan Tech Weekly: TSMC Playing Post-CNY Catch-Up; All Eyes on Upcoming Nvidia Results
Strong rebound after CNY with TSMC leading the gains. Nvidia results and key Taiwan companies reporting in the upcoming week. High spreads have...
393 Views
LRCX. Recovery Stalls As Outlook Remains Stubbornly Muted
LRCX Q423 revenue $3.76 billion, +8% QoQ, -29% YoY. Q124 revenues guide $3.7 billion, flat QoQ.Memory IS recovery, but only for HBM & node...
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Ushio (6925 JP): Tie-Up with Applied Materials Adds to Long-Term Potential
Tie up with AMAT in advanced IC package substrate lithography increases gearing to next semiconductor up-cycle. Shares down 10% from December high,...
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Weekly Stock Bullfinder - Week of 12/18
Looking back, March 2023 presented a significant “wobble” to the U.S. Federal Reserve’s monetary policy tightening campaign as the sudden bank...
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