Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
250 Views
Silergy (6415.TT): Nothing Fundamental Changed in Reality; Semiconductor Cycle Shall Be Bottomed Up.
The semiconductor cycle is expected to reach the bottom with seasonality evolving in 1Q24F, but a pickup is likely in 2Q24F. Changes in Silergy's...
315 Views
Silergy (6415.TT): Chinese Analog IC Could Raise up Prices by About 15%.
Analog Devices may raise prices by 20% while Silergy Corp considers a 15% increase in China. Investing in Silergy seems favorable.
583 Views
Silergy (6415.TT): Silergy Expect to Grow Slightly in 4Q23F.
It will grow slightly in 4Q23F. The inventory adjustment of consumer electronics products is nearing completion and industrial products, including...
370 Views
Silergy (6415.TT): The Revenue Could Be Upside Around 17% in 4Q23F.
Silergy could see an increase of about 17% QoQ and 3% YoY in 4Q23F. It needs to transfer its Foundry base from China to Taiwan and Singapore. The...
641 Views