Silergy (6415.TT): In 2022, the Company Should Aim at Growing Above 30%.
We expect that the revenue/GM is about NT$5.95bn/54% in 1Q22 respectively. We expect it shall come to NT$6.14bn/56.5% for revenue/GM in 4Q21...
362 Views
Screening for GEMs: March 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
285 Views
GEM Weekly (25 Feb 2022): Thailand and South Korea Macro; Alibaba, Ant, Tencent, Indian IT, Lazada
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
257 Views
UMC (UMC.US; 2303.TT): Although It Could Be ~1% ASP Changed Only, but the Price Is Lifted in 2Q22.
Considering Samsung 28nm demand fraction to UMC’s total revenue, we estimate UMC's price should be lifted for ~1% and GM might increase to be ~41%...
241 Views
Tower Semiconductor (TSME.US): To Be Merged by Intel- A Fastest Way, but a Patience Test, Too.
Intel wants to march into foundry business and have to count on Tower to bring in such operation and know-hows, but Intel has to tolerate a...
264 Views