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
Phison (8299.TT): Insistence in NAND Flash Technology
We estimate Phison will reach NT$14.1bn sales and 25% GM outlook in 1Q22. For 2022, it stars with a good beginning for 5~10% NAND price lifted.
280 Views
TSMC (TSM.US; 2303.TT): TSMC Shall Decide Whether to Raise Wafer Price in One, or Two Month.
TSMC has the lowest wafer price among top foundry players, i.e., TSMC, UMC, GF and SMIC. For 28nm, the generic price is ~US$2,500 in TSMC, but it...
415 Views
Intel 4Q21: Our Capex Is More Valuable than TSMC’s
Intel's coming Analyst Day must have an earnings reset. Heightened spending and capex will remove buyback support for EPS growth and the longer...
243 Views
Intel: Well-Positioned To Compete But Hardly A Short-Term Play
From a market point of view, Intel's risk-reward profile appears more compelling than many of its high-flying peers. From a business perspective,...
215 Views