Vanguard (5347.TT): A Consensus View to Build a New 12" Fab in Singapore.
Vanguard's utilization rate is low in 1Q24F but expected to rise in 2Q24, potential new Fab in Singapore and acquisition of TSMC's business point...
399 Views
TWSE Foreign Holding Weekly (Mar 29th): Hon Hai, Wistron, Wiwynn, Alchip Tech, Realtek Semi, Lite-On
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai, Wistron, Wiwynn, Alchip Tech, Realtek...
334 Views
MediaTek (2454.TT): Dimensity 9400 Unveiled in Sep; 2Q24F Sales Could Be a Bit Higher than 1Q24F.
Dimensity 9400 is expected to be released in September 2024F. Generative AI in its Dimensity 9300 and 9400. MediaTek's revenue in the second...
648 Views
Global Semiconductors: Winners Emerge as Fund Allocations Hit Record Highs
Semiconductor Sector Hits Historic Highs: Record allocations highlight investor confidence in the sector as second phase of bull market drives...
368 Views
TWSE Foreign Holding Weekly (Mar 22nd): TSMC, Unimicron Tech, Delta Elec, Quanta Computer, Hon Hai
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Unimicron Tech, Delta Elec, Quanta...
284 Views