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Patrick Liao
Taiwan Tech Focused Senior Analyst
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Taiwan
Joined:
12 November 2021
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bearish
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Intel Corp
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21 Dec 2024 19:43
Intel (INTC.US): Exploring a Tough Journey.
Intel Corp faces challenges and must choose a new CEO, potentially signaling a breakup with a spinoff of Altera, amidst financial struggles and...
Patrick Liao
477 Views
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bullish
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Mediatek Inc
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19 Dec 2024 21:39
MediaTek (2454.TT): Google Pixel 10 Will Use MediaTek's Modem
Alphabet's Pixel 10 to use Mediatek T9000 modem, a small win for Mediatek. Samsung faces 3nm process issue for Exynos 2400 CPU.
Patrick Liao
264 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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16 Dec 2024 08:40
TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.
TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.
Patrick Liao
239 Views
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bullish
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Mediatek Inc
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14 Dec 2024 09:57
MediaTek (2454.TT): D9400 Success Will Extend into 2025. Prepare to Re-Qualify IPad and IWatch.
Despite setbacks with Apple products, MediaTek is expected to see a more positive outlook in 2025 after a typical 1Q25 dip.
Patrick Liao
366 Views
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bullish
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Silergy Corp
•
13 Nov 2024 16:23
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...
Patrick Liao
332 Views
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