TSMC Sees Continued Weakness, and EUV's Quandary (ASML)
TSMC sees further inventory correction, I see earnings disappointments. ASML has a quandary if the entire ecosystem is trying to use EUV.
482 Views
Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
398 Views
TSMC, UMC, Global Semi Monthly Sales: Small Acceleration
TSMC and UMC report strong Oct sales growth, but remain on their bigger trends: TSMC on a high growth plateau, UMC in a slow recovery period.
165 Views
Google, Meta, Microsoft: What Did They Say About AI, Capex and Revenues?
Is AI really increasing revenues, profitability? There is still considerable doubt within the investors community on the "reality" of AI, or its...
235 Views
Earnings: TSMC, ASML, AEHR, Telecom
I don’t think it’s been any secret that I’ve been a peak litho bear for quite some time. I think we are finally seeing reality hit the company and...
163 Views