Globalfoundries. Pressure Grows As Customer Penalties Soar
GFS Q423 revenues of $1.854 billion, -12% YoY, flat QoQ. Guided Q124 down 18% QoQ with GM set to fall from 29% to 23%. SMIC will outspend GFS 10x...
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GEMWeekly (9 Feb 2024): China Macro; Hyundai Motor, SMIC, Tencent, TSMC, Baidu
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
385 Views
SMIC (981.HK): The GM Reaches a New Low of 9-11% in 1Q24F, Despite Revenue Growing by 2% QoQ.
SMIC's 1Q24F outlook predicts a slight revenue increase but a large decrease in GM. SMIC expects a double U-shaped recovery in 2024F, with growth...
354 Views
TWSE Foreign Holding Weekly (Feb 2nd): TSMC, Asia Vital, Quanta Computer, Unimicron Tech, Umc
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Asia Vital, Quanta Computer, Unimicron...
426 Views
Taiwan Top 50 ETF Rebalance Preview: Short Covering Drives Alchip (3661 TT) Higher
Alchip was added to global indices in the second half of 2023 and could now be added to the Taiwan Top50 ETF. Feng Tay has dropped in price over...
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