Novatek (3034.TT): 1Q22 Results/ 2Q22 Outlook- The Outlook Seems Better than Feared in 2022. .
Novatek's revenue/GM/OPM/NM was NT$36.512bn50.73%/36.73%/30.5% in 1Q22. In our views, we revise up to be revenue/GM as NT$38.7bn/50.98% in 2Q20....
404 Views
UMC (UMC.US; 2303.TT): 1Q22 Results/2Q22 Preview- GM Beats Results and Forecast
The GM outlook is 45% in 2Q22, which beat our forecast. UMC believes 22/28 nanometer will be a long-lasting node driven by applications, such as Wi...
289 Views
MediaTek (2454.TT): 1Q22 Results/ 2Q22 Outlook-1Q Revenue Beat, 2Q22 Forecast Is in Line.
The 1Q22 revenue was beating the prior guidance, GM was in-line the guidance. The guidance is within our expectation in 2Q22. MediaTek believes to...
327 Views
UMC (2303.TT): 2Q22 Preview and the Order Booking Is Pretty Much Full in 3Q22.
The 1Q22 revenue is NTD$63.4bn, and we estimate GM is ~40%, which is consistent with 1Q22 guidance. We estimate the order is pretty much confirmed...
405 Views
Novatek (3034.TT): The Growth Trend Seems Slowing Down Since 1Q22.
Novatek’s monthly revenue is increasing above 20% YoY from July 2020. The growth still keeps stacking up for a higher record in 4Q21. However, the...
463 Views