ASEH (3711.TT; ASE.US): Demand Remains Soft in 4Q23F, but ASEH Observes the Recovery Is Broad-Based.
4Q23F demand recovery will be broad-based thanks to customers’ new product launch. ASEH has observed an increase in rush orders across the board as...
450 Views
UMC (2303.TT; UMC.US): The Early Signs Indicate the End of Inventory Correction.
The early signs indicate the end of inventory correction for smartphones and PCs. The demand for strength lies in computing, codec, Wi-Fi, touch IC...
458 Views
ASEH (3711.TT): 4Q23F Outlook Should Remain Decline for a Normal Seasonality.
The outlook is still moderate downward in 4Q23F. SPIL, in ASEH group, is serving only limited in CoWoS demand. The major big clients of ASEH are...
464 Views
EM Semiconductors: Positioning Deep Dive
The momentum in Semiconductor positioning witnessed between 2019 and 2021 has stalled. In this report we identifying the funds and the companies...
317 Views
Weekly Earnings (ASML, LRCX, TSMC, Nanya)
TSMC results came in much better than feared. Revenue was slightly weaker than expected and below consensus. This quarter's big story was margins...
289 Views