JCET (600584.CH): The Demand Was Strong in 2021, but 1Q22 Should Be a Seasonal Decline.
JCET has reported 2021 annual results, and there is RMB$8.59bn/ 9.5% of revenue and NM percentage in 4Q21. In 1Q22, the revenue/NM percentage is...
418 Views
TSMC (TSM.US; 2303.TT): ASP Lifting Hasn't Decided Yet; QCOM Moves Back High-End Smartphone 8 Gen 1
TSMC is still considering 1) at what time and 2) what technologies to further raising wafer price now. Qualcomm has come to the 2nd client because...
636 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...
293 Views
MediaTek (2454.TT): We Expect High-End 5G Smartphone Chipset Will Aim at 10-14% Shipment in 2022.
We expect MediaTek Dimensity 8000/8100 is targeting shipment of around 30-40mn sets in 2022, and Dimensity 9000 is targeting shipment of 5-10mn...
519 Views
The Conundrum for Samsung - What to Do Foundry?
Samsung Electronics' believes that foundry will be a key point of future diversification and growth but it seems they have run into a problem. ...
313 Views