Tech Supply Chain Tracker (19-Jun-2024): Taiwan wafer industry in 2Q24
Taiwan's wafer foundry industry grows, CIP calls for offshore wind support, London Tech Week highlights AI and startups, Global PMX improves with...
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Novatek (3034 TT, NEUTRAL, NTD389.00)
Inventory adjustments by end-market panel makers may affect Novatek’s sales; downgrade to NEUTRAL. Despite limited capacity, Novatek continues to...
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Novatek (3034 TT) Sales Growth despite Capacity Constraints
Tight capacity did not curb sales. Moreover, profit reached a peak. After quarters of lackluster performance, AMOLED driver IC sales would hit a...
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