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Patrick Liao
Taiwan Tech Focused Senior Analyst
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Taiwan
Joined:
12 November 2021
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Recent
bullish
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King Yuan Electronics Co, Ltd.
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27 Jun 2024 09:39
KYEC (2449.TT): AI Highly Growth Potential may exceed Expectation.
KYEC outlook for 3Q24 shows potential 5-10% growth, with NVDA Corp as second-largest client and expanding business. STMicroelectronics and Will...
Patrick Liao
184 Views
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bullish
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Novatek Microelectronics Corp
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22 Jun 2024 18:19
Novatek (3034.TT): To Achieve a ~5% QoQ Growth in Revenue and Relatively Flat GM QoQ in 3Q24
Novatek Microelectronics Corp expected to see 5% QoQ revenue growth in 3Q24, while facing declining demand for 55nm TDDI. SMIC and HLMC can...
Patrick Liao
376 Views
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bullish
•
Silergy Corp
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22 Jun 2024 17:10
Silergy (6147.TT): The Wafer Demand Is Projected to Increase by 30-40% QoQ from 2Q24 Onwards.
Silergy anticipates demand recovery in 2Q24 with a projected 30-40% increase in wafer demand, focusing on China, Taiwan, Korea, and potential...
Patrick Liao
425 Views
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bullish
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United Microelectronics Corp
•
22 Jun 2024 16:09
UMC (2303.TT; UMC.US): The Outlook for 3Q24 Has Reached a Slightly Upside QoQ.
UMC's 3rd quarter outlook shows a slight upside, with estimated overall utilization at 65-70% and benefits from Novatek shipping OLED DDIC to Apple.
Patrick Liao
370 Views
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bullish
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Mediatek Inc
•
16 Jun 2024 20:45
MediaTek (2454.TT): 2Q24 Guidance Is Achievable; to Take Advantage of the AI PC Replacement Trend.
MediaTek anticipates a 5% increase in 3Q24, developing new processors for Windows OS and planning to use TSMC 3nm technology in 1H25.
Patrick Liao
134 Views
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