UMC (2303.TT; UMC.US): 2Q25 Guidance Beat; Tariff Affection Unknown; No GF Merger Plan Right Now.
UMC's 2Q25 guidance shows increased wafer shipments and flat ASP, with limited visibility due to US tariffs. Strategic plan in place to enhance...
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Intel (INTC.US): Exploring a Tough Journey. (IV)
New Intel CEO initiates restructuring, sells 51% of Altera to Silver Lake, raising questions about Intel Corp IFS clients.
398 Views
TSMC (2330.TT; TSM.US): No Clients Have Reacted to the Tariff Changes Since Trump Reacted so Quickly
Taiwan Semiconductor (TSMC) expects strong revenue growth, plans to build 6 Fabs in Arizona with focus on 2nm technology. Tariffs pose uncertainties.
571 Views
TSMC (2330.TT; TSM.US): Key Questions for TSMC 1Q25 Earnings Conference
Is TSMC considering partnership with Intel for Foundry Services? What's the reasons for TSMC to further investing $100bn in US capacity?...
281 Views
TSMC (2330.TT; TSM.US): Brace Yourself for US Tariff! (II)
US tariffs may hinder Taiwan Semiconductor's growth, with potential revenue loss in 2025, particularly from Apple, impacting stock price reshuffling.
346 Views