Apple's App Store Price Cut Beneficiaries
Apple's quasi loss in the Epic lawsuit regarding app store take rates makes us all the more bullish on one of our favorite longs...Match Group.
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We See TSMC's Margins Increasing Much Higher Than Guidance in Long-Term; 2Q24 Shows Apple Ramping Up
TSMC raises revenue guidance significantly for 2024E. We also see many signs that TSMC can earn higher LT margins than it is guiding. TSMC shows...
276 Views
[Blue Lotus Daily]:981 HK/1810 HK/BEKE US/AAPL US/688036 CH/QCOM US
Huawei to launch updated Nova series smartphones, China's residential property prices show narrowing decline, IDC publishes 2Q24 smartphone sales...
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[Q2 Earnings Preview] TSMC: All Eyes on 2nm Chips, Fab Expansion & Continued Earnings Beat
TSMC reports Q2 results on 18/Jul. Investors will look to fabs expansion in US & Japan, & progress in 2nm & 3nm chips. TSMC holding 62% of global...
411 Views
TSMC (2330.TT; TSM.US): The 25% YoY Growth Rate Will Be Expected in 2024.
Taiwan Semiconductor (TSMC) - ADR (TSM US) could poise for 25% YoY growth in 2024, driven by AI focus and Apple demand.
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