WinSemi (3105.TT): Usually, the First Quarter of the Year Is a Low Season.
In our estimate, WinSemi’s 4Q21 revenue/GM is NT$70bn/38.9% and 1Q22 revenue/GM is NT$65bn/36% respectively . Usually, the first quarter of the...
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October Semi Revenues Released: Even Farther Above Trend
October semiconductor revenues set a record once again, making the 2021 semiconductor market one to remember. A collapse appears unlikely in the...
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WSTS Semi Forecast Very Bullish for 2021-22, but Is It Realistic?
The semiconductor market is on a tear, and WSTS forecasts that next year will see solid growth. This Insight examines the likelihood that 2022...
389 Views
WSTS Forecast: Record Semiconductor Revenues in Both 2021 & 2022
The semiconductor industry's statistics body, WSTS, released a very bullish Spring forecast, predicting revenues to break records in both 2021 and...
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April Semiconductor Sales Released - YTD Growth 16.8%
April Semiconductor revenues are 21.7% higher than last April, resulting in 16.8% year-to-date growth. Is this sustainable? This Insight looks at...
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