2024 High Conviction: TSMC (2330 TT) Is Perfectly Poised for Revenue and FCF Growth Acceleration
Given that we have reached the peak of the Capex cycle, along with normalisation in its internal working capital, and with revenue growth set to...
1.1k Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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Earnings (LSCC, ANET, GFS, Tokyo Electron, SITM, ENTG, AMAT)
Lattice is just too expensive for what it is. It’s one of the highest multiples in the space, but I acknowledge we are closer to the trough than...
205 Views
No Sign of Selling Advanced Scanners by ASML to China Customers, Implications
No Sign of Selling Advanced Scanners by ASML to China Customers, Implications; Huawei and HiSilicon supply chain vendors will be benefited the most
1.2k Views
WSTS Forecasts Semi Revenue Increase of 13.1% In 2024. Seriously?
WSTS forecast for 13.1% semi growth in 2024 assumes a ~45% YoY increase in memory revenue. This is an unlikely scenario and not at all the vibe we...
403 Views