William Keating

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...

3 weeks ago | smartkarma.com | Brian Freitas |William Keating |Nimish Maheshwari |Jesus Aguilar |Jesús Aguilar

In today’s briefing:FnGuide Semiconductor Top10 Index Rebalance Preview: Just One Change LikelyIntel Vision: Lip Bu Tan’s First Keynote As Intel CEOVodafone Idea: Another Lifeline, But Structural Challenges PersistCloud Control: EQT Logs In to FortnoxWeekly Update (ANGI, IAC, HOLN)Notes from Conversation with ANGI IRSigenergy Technology Pre-IPO – Achieved Market Leadership Within Two Years in a Nascent IndustryUMC (2303.TT; UMC.US): Merges with GFS?

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.

1 month ago | smartkarma.com | William Keating |Mark Chadwick |Daniel Tabbush |Jim Handy

In today’s briefing:Microsoft CEO On AI CapEx: Show Me The Money!Ohayo Japan | Nvidia Beats, Stock +3.7%Singapore Banks – Giving Back Many Billions of Capital, Suggests Outlook for Lending, Not GreatWhat Do Detailed 2024 Semi Stats Tell Us?