Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long
Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.
277 Views
TSMC (2330.TT; TSM.US): Foundry Market Forecast in 2030F; TSMC Had Developed The 2nm Nanosheet.
TSMC predicts significant growth in various industries by 2030F, with evolving transistor technology and potential shifts in market ownership for...
378 Views
Episode 55: Intel IFS Economics and Last Fabs Standing
TSMC, Intel, and Samsung are the only companies currently competing in the foundry space, with TSMC leading the pack in revenue generation
183 Views
Globalfoundries. Pressure Grows As Customer Penalties Soar
GFS Q423 revenues of $1.854 billion, -12% YoY, flat QoQ. Guided Q124 down 18% QoQ with GM set to fall from 29% to 23%. SMIC will outspend GFS 10x...
317 Views
Episode 53: Supply Chain Demand Help and Dueling Mega Cycles
Sam Altman is reportedly looking to raise $5 to $7 trillion for a semiconductor project, but it is unclear who he is talking to or how realistic...
217 Views