Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
424 Views
Taiwan Tech Weekly: Wave of Key Taiwan Results; Heavyweights Samsung, AMD, Qualcomm Internationally
This week's key results in Taiwan include Delta, Elan, ChipMOS, Nuvoton, and AU Optronics. Positive signs for the PC and mobile space have been...
320 Views
Semiconductor Events Deserving Your Attention @16/10/23
Samsung's pre-earnings release indicates revenue increased 11.6% QoQ & op profit has increased almost 4x QoQ. ASPEED's revenue grew 32% MoM in...
376 Views
Intel's Data Centre Meltdown
YTD Intel's data center revenues are down 28% YoY. By contrast, AMD's YTD data center revenues are down just 6% YoY. Why is AMD performing so much...
429 Views
ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
417 Views