Patrick Liao

2 weeks ago | smartkarma.com | Smartkarma Content |Vincent Fernando |Jim Handy |Patrick Liao

This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. What TSMC’s 1Q25 Results Reveal About the Future of Chipmaking in the U.S. (Structural Long) TSMC’s Arizona Yield Success Silences Doubts: Management confirmed first U.S. fab has achieved yields comparable to Taiwan, validating global replication model and reinforcing alignment with U.S. clients like Apple, Nvidia.

Jan 11, 2025 | smartkarma.com | Baptista Research |Patrick Liao |Douglas Kim

In today’s briefing:MACOM Technology Solutions: Its Efforts Towards Strategic Growth In The Telecom Sector & Other Major DriversEndava Plc.: Global Expansion & Integration Strategies As A Critical Factor Driving Growth! – Major DriversMeta’s New Moderation Strategy: A Trump-Friendly Game Changer? Intel (INTC.US): Exploring a Tough Journey.

Oct 16, 2024 | smartkarma.com | William Keating |Nicolas Baratte |Sumeet Singh |Patrick Liao

In today’s briefing:ASML Tanks Semis On Tepid 2025 OutlookASML 3Q24: The Huge Reset Is Mostly the Result of Company’s MiscalculationsJD Industrials Pre-IPO – Refiling Updates – Few Hits, Few MissesHorizon Robotics IPO – Peers Are Down a Lot, Its Valuation Isn’tKYEC (2449.TT): 4Q24 Outlook Brightening; NVDA Will Become #1 Client in 2025Tech Supply Chain Tracker (17-Oct-2024): Hyundai races to catch up in global AV competition.

Oct 12, 2024 | smartkarma.com | Patrick Liao

💡 Before it’s here, it’s on SmartkarmaSign Up for FreeThe Smartkarma Preview Pass is your entry to the Independent Investment Research Network✓ Unlimited Research Summaries✓ Personalised Alerts✓ Custom Watchlists✓ Company Data and News✓ Events & Webinars

Oct 10, 2024 | smartkarma.com | Nicolas Baratte |Patrick Liao |Baptista Research |Douglas Kim

In today’s briefing:TSMC, UMC Monthly Sales: TSMC up Strong but Plateauing, UMC Lackluster, Confirming 2 Big TrendsTSMC (2330.TT; TSM.US): The Productivity and Profitability Are the Essential Competitiveness. MoneyHero Group: A Solid Performance In Q2 2024 & Why It’s Just the Beginning!Sung Woo IPO Valuation AnalysisGaming. Square Enix (9684 JP). 3 NOTABLE POSITIVES SO FAR IN OCTOBER.