Taiwan Tech Weekly: Semiconductors Surging in Southeast Asia; UMC & Mediatek Results Today
Key Taiwan results ahead include Mediatek, UMC, Realtek, Novatek, and Himax. Taiwan AI names have been flying lately while Novatek and Himax have...
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What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors
What Stories TSMC Investor Conference Telling Us About Customers, Supply Chains, and Competitors; TSMC expects 2024 semi sector in recovery with 20...
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SMIC (981.HK): Revenue and GM Continued to Trend Up in 3Q24
Company expects solid revenue growth and stable gross margins, focusing on supporting customers and anticipating more accurate demand in upcoming...
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UMC (2303.TT; UMC.US): 3Q24 Sales Were Slightly Below Consensuses
Overall, sales are lower than consensuses in 3Q24. UMC plans to reach high-volume production for 22nm HV solution by 2025 and is progressing well...
204 Views
BUY/SELL/HOLD: China/Hong Kong Stock Updates (July 8th)
Tech NEV companies continue to dominate the research landscape for Hong Kong coverage. Bosideng, China Water Affairs, Topsports, BYD and Xiaomi...
279 Views