TSMC Results Make Buy Story Even More Clear; Strong 2024E Guidance & Reiterates Multi-Year Growth
TSMC reported strong 4Q23 results and expects over 20% 2024E sales growth. The company expects to outperform the semiconductor industry by a wide...
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Taiwan Tech Weekly: TSMC Results; AI PC Market Site Visit; Alchip GDR Offering
TSMC's results tomorrow will attract increased attention following Taiwan's election. AI PCs appear in high demand in Taipei. Alchip Technologies'...
373 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...
317 Views
Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum over the past Year
Alchip Technologies (3661 TT) is looking to raise US$415m in its GDR offering. As per the firm, the proceeds from the GDR offering will be used to...
575 Views
Alchip Technologies GDRs Early Look - Another Well Flagged GDR Issuance in the Pipeline
Alchip Technologies just launched its GDR offering with aims to raise up to US$415m. In total, 3.7m GDRs (1 GDR to 1 common share conversion) are...
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