Taiwan Tech Weekly: Computex & Apple WDC Imminent; Apple Releasing New AI Voice Interface for IPhone
Key events this week include Computex, Apple WDC, and Taiwan revenue releases. Apple is revamping Siri to create a voice-based AI interface for the...
471 Views
Taiwan Tech Weekly: TSMC's Latest Sub-Industry Guidance; PC Names Strong; Computex & Apple WDC Ahead
TSMC provides industry guidance for 2024E, more detail on Nvidia and Mediatek developing AI PC chip to rival Qualcomm and Intel, Samsung's HBM...
444 Views
GEMWeekly (3 May 2024): Indonesia, China, Philippines Macro; Huawei, Naver
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
325 Views
Earnings (AMKR, RMBS, NXPI, SWKS, ENTG, QCOM, WOLF, QRVO, ACLS)
Like last week, I will do a meta-level overview summary. That’s why I read these calls; to understand the whole, you must understand the parts....
134 Views
Vanguard (5347.TT): 1Q24 Sales Did Reach the Bottom, and 2Q24F Rebounds ~15% QoQ in Sales.
1Q24 sales reached 96% of 4Q23, the recent low of sales. Demand is gradually picking up in 2Q24F, but inventory adjustments for industrial and...
368 Views