Taiwan Tech Weekly: Stocks At Highs & Looking for Laggards? CES 2024 to Showcase Edge AI
Summary: Nvidia is expected to perform well at CES 2024, while Silicon Motion predicts a memory recovery and increased NAND prices. The PC upgrade...
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TSMC (2330.TT; TSM.US): N2 Technology Is Scheduled in 2025F.
TSMC's N2 technology is currently undergoing verification for a 256Mb SRAM. TSMC N3 technology capacity was 65kwpm in 3Q23. The current version is...
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Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
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Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
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ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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