Vincent Fernando

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.

1 month 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...

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. 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.

2 months 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.

Feb 2, 2025 | 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.