2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
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Taiwan Tech 3Q22 Earnings Season Ex-Post: Signs of Major Margin Pain Ahead
If we examine the industry's latest gross margin and inventory performance, the latest quarterly results don't look so good.
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Taiwan Tech Weekly: Unprecedented China Protests, Memory Slump, TSMC Keeping Taiwan Fabs Ahead of US
Taiwan memory chip makers are slashing production in response to end-demand weakness, Nanya Tech looks at risk of a pullback.
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Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan
Applied Materials (AMAT US) guidance buoyed the overall industry, but negative Memory news from AMAT and Micron make Nanya Technology (2408 TT)...
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Nanya Tech: SK Hynix & Samsung Results Supportive for Memory Chip Industry 2023E Outlook
Guidance from both SK Hynix and Samsung indicates a likely improvement in supply/demand dynamics in 2023E for the memory chip space.
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