Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel Demand Normalizing
Nvidia CEO to unveil new developments at the company's GTC developer conference. TSMC and ASML could have read-throughs from the event given their...
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China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
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Mediatek: We Contacted Management Re: Latest Arm Restrictions, Accumulate
We have established our financial model for the company - We believe the shares should be held or accumulated on a value-basis.
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Softbank Group - The Most Important Number in Q2 Results May Be ARM Royalty Revenue
Recent semiconductor weakness is worrisome but results from TSMC are reassuring on the timing of an ARM IPO. We value ARM at $37bn v Softbank's $40bn.
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TSMC (TSM.US, 2330.TT): Bright Outlook in 2022
2022 outlook being bright. Intel’s possible orders in 2023. iPhone 2023 will be designed by Apple. TSMC's continuing updated technology roadmap.
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