Taiwan Tech Weekly: Earnings Insights Emerging for Memory, Mobiles, PCs, and Autos
Last week saw a wave of major tech companies report earnings with significance toward the semiconductor and technology space in Taiwan.
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Intel Vs. TSMC/UMC Long/Short Monitor: Intel Results Drive Share Spike, Still Can Re-Rate
Intel has outperformed TSMC and UMC since our pre-Intel Innovation Conference catalyst piece. Intel could still re-rate further relative to the...
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Intel 3Q22: Still Too Optimistic
Intel's cost cutting program is overly optimistic, much like every other forecast Pat Gelsinger has made since becoming CEO two years ago. Fade...
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Taiwan Tech Weekly: ASML & Lam Provide Industry Optimism, Wave of Earnings This Week
Earnings season is now in full swing with a wave of results to be released this week for both the global industry and within Taiwan.
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Mobileye Global IPO Valuation Analysis
Our base case valuation of Mobileye is implied market cap of $15.2 billion or $19 per share, which is within the IPO price range. We have a...
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