In today’s briefing:
- TSMC (2330.TT; TSM.US): The 1Q24F Revenue Outlook and the Progress for Intel, MediaTek and Samsung.
- Taiwan Tech Weekly: PC Shares Clearly On Santa’s Nice List; Soaring After AI PC Releases; Dell Trade
TSMC (2330.TT; TSM.US): The 1Q24F Revenue Outlook and the Progress for Intel, MediaTek and Samsung.
- Taiwan Semiconductor (TSMC) (2330 TT)‘s revenue outlook for 1Q24F is expected to show a decline of around negative high single digits QoQ.
- Intel Corp (INTC US) aims to receive x86 CPU technology from TSMC 3nm in 1H24F.
- Mediatek Inc (2454 TT) plans to utilize 3nm technology for manufacturing smartphone SoCs in 2H24F, which will narrow the gap with Qualcomm Inc (QCOM US).
Taiwan Tech Weekly: PC Shares Clearly On Santa’s Nice List; Soaring After AI PC Releases; Dell Trade
- PC Shares Soaring — After 1) Intel’s AI Everywhere AI chip launch, 2) Launch of First AI PCs, 3) Micron’s positive outlook for PCs in its latest results
- Micron Analysis, Industry Takeaways: Memory Market TAM New Highs into 2025; SK Hynix Trade
- Taiwan Dual-Listings Monitor: TSMC Premium at a Decent Short Level; ASE Short Interest Declining
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