China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
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AEM: Increased FY22 Revenue Guidance; Riding on Intel's Capex Binge into Multi-Year Ramp
AEM reported record 1Q22 results and in the conference call reiterated it is looking for a multi-year ramp. This ramp is driven by its key client...
690 Views
TSMC (TSM.US, 2330.TT): Bright Outlook in 2022
2022 outlook being bright. Intel’s possible orders in 2023. iPhone 2023 will be designed by Apple. TSMC's continuing updated technology roadmap.
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Aem Holdings: Raises Guidance for FY21, New Customer Wins in FY22 to Drive Re-Rating to 8 SGD
AEM will soon cross the 1B USD market cap treshold attracting a new sort of investor base. Combine this with a bullish outlook for FY22 and all...
1.3k Views
TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021
This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store...
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