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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Taiwan Tech Weekly: TSMC Playing Post-CNY Catch-Up; All Eyes on Upcoming Nvidia Results
Strong rebound after CNY with TSMC leading the gains. Nvidia results and key Taiwan companies reporting in the upcoming week. High spreads have...
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Taiwan Dual-Listings Monitor: High Spreads Persist After CNY Break
Taiwan semiconductor companies TSMC, UMC, and ChipMOS continue to maintain high ADR premiums after the Chinese New Year break, with ChipMOS'...
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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...
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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...
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