AMD. Musings Ahead Of Earnings
On the eve of Advanced Micro Devices latest earnings report, we are concerned about the company's ability to match competitor Intel's...
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Intel. Winning Streak Will Grind To A Halt In H2 2020
Intel delivered a record Q419 with revenues of $20.2 billion, up 8% YoY and around $1 billion higher than their October guidance. For 2019 as a...
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Samsung Electronics Initiation - Expectations Close to Running Too High - Inteqres Practical Views
Samsung Electronics is a key play on the roll-out of 5G handsets and network equipment. The impact from the 5G roll out comes from improved...
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TSMC. Setting The Stage For Record Growth In 2020 And Beyond
TSMC kicked off earnings season with a bang, racking up their highest ever quarterly revenues and closing out 2019 with the company's highest ever...
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Tsai Ing-Wen's Landslide Win Crowns the NIE-Champ Economy, and Is a Slap for Xi
Taiwan remains ideally positioned to benefit from trade diversion from China, a gradual rebound in the global semiconductor cycle, and the...
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