TSMC (TSM.US; 2330.TT): The Outlook Is Positive in 2Q22, and Wafer Price Lift Is Not Decided Yet.
We expect TSMC will grow ~4.7% QoQ in 2Q22, and the revenue/GM/OPG is around US$17.7bn/55.1%/43.8%. TSMC 4/5nm capacity will be ready for 150k...
492 Views
Charts to Watch.
Nasdaq 100 is trading below the 200-day MA since mid-January. Now the index is trying to go back above the MA for the second time in a couple of...
239 Views
SK Square: NAV Post IPOs of SK Shieldus/OneStore and a Major Investment in ARM Holdings?
Our updated NAV valuation of SK Square suggests an implied price of 82,167 won per share, which represents a 46% upside from current levels.
291 Views
Micron Posts Another Excellent Quarter
Micron Technology posted solid results for its 2QF22 with a very positive outlook. The company has been performing superbly, and should do very...
235 Views
TSMC (TSM.US; 2330.TT): It's Too Aggressive Intel Wants to Deliver 4 Technology Nodes Within 2024.
TSMC is still focusing on their delivery targets for 3nm and 2nm for the next goals. We have to leave a big question mark here that Intel declares...
399 Views