Taiwan Tech Weekly: Declines With Nvidia; Taiwan's Vietnam Shift Continues; UMC's Outlook Improves
New Vietnam investments by Hon Hai and Wistron, Elan preparing for significant AI PC uptake in 4Q24/1H25, UMC's outlook increasingly optimistic for...
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Global Semi Sales YTD 2024 & Outlook: The Good & The Not So Good
Global semi sales for April '24 were $46.4 billion, +15.8% YoY & +1.1% MoM. Excluding memory, the latest WSTS forecast reflects just 3.1% growth...
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UMC (2303.TT; UMC.US): The Outlook for 2024 Could Show Flat to Low Single-Digit Growth.
UMC forecasts flat to low single digit growth for 3Q24, receiving orders but unable to fully compensate for loss of Samsung's 28nm orders.
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Earnings Week of April 26th
TXN, NOD, TER, INTC, MXL, ASM, STM, ON, KLA, LRCX, VRT, Aixtron, MXL. This earnings post will be a bit less detailed than usual....
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Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
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