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Vanguard Intl Semiconductor (5347 TT)
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57
Analysis
Information Technology
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Taiwan
Vanguard International Semiconductor Corporation offers integrated circuit foundry services. The Company manufactures 0.18um logic, mixed-signal, analog, high voltage, low power, CMOS RF, flash, embedded memory, and bipolar CMOS DMOS semiconductors.
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bullish
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Foxconn Industrial Internet
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22 Jun 2024 04:01
Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
Vermilion Research
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385 Views
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bearish
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Novatek Microelectronics Corp
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08 May 2024 08:15
Novatek (3034.TT): 1Q24 Sales Inline; 2Q24F Sales Guidance Below Consensuses
Company's 2Q24 revenue outlook falls below expectations due to soft smartphone demand, despite aggressive stocking for TVs. Dividend payout rate...
Patrick Liao
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315 Views
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bullish
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Taiwan Semiconductor (TSMC)
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20 Mar 2024 09:24
TSMC (2330.TT; TSM.US): Raising Growth Target to 25%+ YoY in 2024F.
Taiwan Semiconductor (TSMC) aims for 25% revenue growth by 2024, bolstered by CoWoS market dominance and new Fab in Chiayi.
Patrick Liao
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405 Views
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bearish
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Novatek Microelectronics Corp
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06 Feb 2024 20:58
Novatek (3034.TT): It's the Low Season in 1Q24F; AI Is Gradually Added to Different Applications.
The 4Q23 was higher revenue and earnings compared to 4Q22. 1Q24F is expected to be a slow season for consumer electronics. The company has...
Patrick Liao
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339 Views
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bullish
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Thematic (Sector/Industry)
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27 Dec 2023 09:54
No Sign of Selling Advanced Scanners by ASML to China Customers, Implications
No Sign of Selling Advanced Scanners by ASML to China Customers, Implications; Huawei and HiSilicon supply chain vendors will be benefited the most
Andrew Lu
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1.2k Views
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