Novatek (3034.TT): A Good Year Ahead, and Likely to Expand to SMIC for Wafer Foundry

274 Views15 Feb 2022 20:42
In 1Q22, Novatek reported revenue, GM and OPM expected to NT$35.8~36.8bn, 48~51% and 34~37% respectively, which revenue was at -1.92~+0.82% QoQ. We think it should expand into  SMIC for wafer foundry.
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