Taiwan Tech Weekly: Another Major Earnings Week; Hon Hai Deal Exit? AMD Transfers Orders to Samsung
Hon Hai could terminate its investment deal in U.S.-based Lordstown Motors as per an exchange notice posted by Lordstown.
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Intel Q1'23 Earnings Review. No Surprises But Pay Attention To The Gross Margin Story
Q1’23 revenues of $11.7 billion, down 37% YoY and 16.5% sequentially. It was the company's first earnings beat since Q1’22. Annual GAAP GM has...
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TSMC. Betting Big Is Nothing New
Q1 2023 revenues of $16.72 billion, at the bottom end of the guided range, down 16.1% QoQ and 4.8% YoY. Q2 will be the trough. 2023 CapEx at $34...
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Semiconductors: More Green Shoots Of Recovery Keep On Popping Up
March revenue numbers from the Taiwan semi ecosystem are surprisingly good. The sequential decline in Q1 2023 PC unit shipments was at the low end...
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No Signs of a Chip Recovery
Has the chip downturn ended? No. Is there any sign that it's going to end soon? Again, no. This Insight provides concrete data points to...
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