Vincent Fernando

1 week ago | smartkarma.com | William Keating |Vincent Fernando |Xinyao Wang |Michael Fritzell

In today’s briefing: TSMC Q125 Earnings Preview Taiwan Tech Weekly: TSMC 1Q25 Results & The 2nm Frontline; Mediatek Vs. TSMC Valuation; PC 1Q25 Data China Healthcare (Apr.13) – Trump’s Tariffs on Pharmaceuticals, NSCEB’s Report, RemeGen’s Pain Point Nippon Parking Development (2353 JP): Irreplaceable Assets with +12% Historical EPS CAGR at 13x P/E Adastria: ¥500 Billion Through New Brands – Signs UK’s Karrimor Kinatico Ltd – SaaS revenue now 50% of total revenue TSMC Q125 Earnings Preview...

1 month ago | smartkarma.com | Smartkarma Content |William Keating |Vincent Fernando |Jim Handy

This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Silicon Wafers. Is It Time To Invest? Worldwide silicon wafer shipments decreased by 2.7% to 12,266 million square inches in 2024, details here. This follows a 14.3% decline in the prior year.

1 month ago | smartkarma.com | Smartkarma Content |Vincent Fernando |William Keating |Jim Handy

This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. Taiwan Dual-Listings Monitor: TSMC Spread Falls From Elevated Level; UMC & ASE Discount OpportunityTSMC: +17.2% Premium; Wait for Lower Levels Before Going LongUMC: -1.9% Discount; Can Consider Going Long the Spread at Current LevelASE: -0.6% Discount; Discount is Opportunity to Long the Spread2.

2 months ago | smartkarma.com | Smartkarma Content |William Keating |Vincent Fernando |Jim Handy

This weekly newsletter pulls together summaries of the top ten most-read Insights across Tech Hardware and Semiconductor on Smartkarma. 1. DeepSeek R1. Ahem, This Is Awkward.. DeepSeek’s R1 is a game changer that’s taken the world by storm. It’s a fantastic accomplishment by a Chinese team and a huge endorsement of the open source approachUS competitors have egg on their faces now, but they will adapt.