MediaTek (2454.TT): 3Q24 Might Grow Slightly QoQ, While AI PCs Could Be Delivered in 2H25.
Mediatek Inc expected to see slight growth in 3Q24, while AI PCs are anticipated to delivered in 2H25. The shipment forecast for the Dimensity...
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TSMC (2330.TT; TSM.US): The Outlook of 3Q24 Is Pretty Much In-Line, and GM Could Be Better.
TSMC anticipates mid-20% sales growth in USD for 2024, with tight N3/N5 capacity and plans for N2 to enter MP in 4Q25. A16 set to enter MP in 2H26...
263 Views
TSMC (2330.TT; TSM.US): The 25% YoY Growth Rate Will Be Expected in 2024.
Taiwan Semiconductor (TSMC) - ADR (TSM US) could poise for 25% YoY growth in 2024, driven by AI focus and Apple demand.
220 Views
Vanguard (5347.TT): The Utilization to Improve over 70% in 3Q24.
Vanguard's utilization expected to improve as demand volume increases for Qualcomm Inc and Monolithic Power Systems, Inc in 2Q24 and 3Q24, despite...
253 Views
Silergy (6415.TT): Trial-Run with Vanguard, and Recent Stock Drops Represent an Entry Opportunity.
Silergy Corp surprises by using Vanguard Intl Semiconductor for product trial-runs, with a positive outlook for 2024 and a potential entry...
284 Views