Silicon Motion: Next Wave of the Memory Recovery; High-End NAND Prices More Than Doubled From Lows
Silicon Motion shares are down 5% over the last year. They have been weighed down by their terminated acquisition by MaxLinear, but now could offer...
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Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
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What's Next for SiMo?
MaxLinear has called off its planned acquisition of Silicon Motion. Does this indicate future problems for SiMo? Not necessarily.
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Taiwan Tech Weekly: TSMC Results Today; ASML Beats & Raises; AMD in Taiwan Sparking Rallies
TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI...
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ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
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