Silergy (6415.TT): It Will Grow in 4Q24, While Auto Is Expected to Grow to 15% by the End of 2025.
3Q24 revenue at NT$4,284mn with GM at 55%, OPM at 24%, and NM at 15%. Gen-4 products to contribute 4% of total revenue by end of 2025. Chinese...
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SMIC (981.HK): Keeping a Steady Growth
Company forecasts steady revenue growth and gross margin improvement, with a focus on AI and capacity expansion, likely to grow around 50k/ 8"...
185 Views
Novatek (3034.TT): 4Q24 Revenue Downside of More than 10% QoQ.
4Q24 outlook shows decline in revenue, GM, and OPM. AI-related demand driving replacement demand. OLED TDDI mass production set for 2Q25.
209 Views
GlobalWafers (6488.TT): The Recovery Expectation Has Been Delayed from 2H24 to 2025.
Globalwafers' 3Q24 performance hits recent low, but semiconductor industry recovery driven by demand for advanced nodes and AI technologies.
207 Views
Vanguard (5347.TT): 4Q24 Outlook Is a Bit Better, but Investment in EPISIL Isn't a near Term Payback
4Q24 shipments to decrease by 10-12% due to reduced demand, while ASP will increase by 3-5%. Vanguard's investment in Episil focuses on 8" SiC...
191 Views