Taiwan Semiconductor Manufacturing Co Ltd

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  • uploads///SPLS
    Fund Managers

    CalPERS raises position in Staples

    Staples began discussions to acquire Office Depot in September 2014. Staples will acquire all outstanding Office Depot shares in the $6.3 billion deal.

    By Samantha Nielson
  • Financials

    Overview: The thin line between frontier and emerging markets

    Going to frontier markets offers more of an opportunity to discover the most overlooked companies.

    By Surbhi Jain
  • uploads///Series  A
    Earnings Report

    How Being Apple’s Only Foundry Partner Works in TXN’s Favor

    For fiscal 3Q16, Texas Instruments (TXN) expects to report earnings per share in the range of $0.81–$0.91. This EPS range is higher than the $0.73 reported in fiscal 2Q16 and is in line with the analyst estimate of $0.86.

    By Puja Tayal
  • uploads///A_Semiconductors_AAPL_iPhone  features
    Company & Industry Overviews

    What’s All the Fuss about Apple’s iPhone 8?

    Since 2017 marks the tenth anniversary of the iPhone, analysts and customers are expecting significant technology improvements in the iPhone 8.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA AMD INTC profits margin Q
    Company & Industry Overviews

    Where NVIDIA’s Margins Stand next to Those of Intel and AMD

    NVIDIA’s profit margins  NVIDIA (NVDA) has been increasing its revenue while controlling its expenses, resulting in improved profitability and a high free cash flow of up to 20% of its total revenues. Gross margin NVIDIA’s non-GAAP (generally accepted accounting principles) gross margin fell 90 basis points from 59.7% in fiscal 1Q18 to 58.6% in fiscal 2Q18 […]

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Are Samsung’s Capital Spending Plans for Fiscal 2016?

    A TrendForce report states that Samsung is planning to reduce its fiscal 2016 capital expenditure by about 15% YoY (year-over-year) to $11.5 billion.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What Are Analysts Saying about iPhone 7 Demand?

    Many analysts aren’t very optimistic about the iPhone 7 demand. Apple is facing technology stagnation in the smartphone market, which has led to longer upgrade cycles.

    By Puja Tayal
  • uploads///CP Carloads Intemodal
    Industrials

    Why Canadian Pacific Railway’s Freight Growth Slowed

    Canadian Pacific Railway reported a railcar volume loss of 1% YoY in the 28th week of 2017 (ended July 15). The company moved ~30,000 railcars that week.

    By Samuel Prince
  • uploads///Chinas Industrial Profits
    Macroeconomic Analysis

    China’s Industrial Profits Accelerate in June

    According to the National Bureau of Statistics, China’s industrial profits for firms above a designated size rose by 5.1% year-over-year to 616.3 billion yuan ($92.4 billion) in June.

    By Lynn Noah
  • uploads///SMH
    Macroeconomic Analysis

    SMH Sees $87.7 Million in Fund Inflows in Trailing 12 Months

    In the trailing one month, net fund inflows for the VanEck Vectors Semiconductor ETF (SMH) were $184.6 million. In the trailing 12-month (or TTM) period, net fund inflows were $87.7 million.

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    What Can Investors Expect from Qualcomm’s 1Q16 Earnings?

    According to the Qualcomm’s fiscal 1Q16 guidance, non-GAAP EPS is expected to be in the range of $0.80–$0.90, lower than the fiscal 4Q15 EPS of $0.91.

    By Puja Tayal
  • uploads///A_Semiconductros_CY_Q gross margin compared to peers
    Earnings Report

    Why Analysts Are Happy about Cypress’s Gross Margin Strategy

    Some analysts say that most of Cypress’s automotive and industrial products are in the design process and would take time to materialize into revenue.

    By Puja Tayal
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    Fund Managers

    Why Teradyne’s offerings provide value to end-user markets

    This article takes a look at Teradyne’s (TER) product line and how it adds value to its customer base.

    By Santiago Solari
  • uploads///A_Semiconductors_INTC Gross margi n and manifacturing node
    Earnings Report

    How Advanced Manufacturing Nodes Impact Intel’s Gross Margin

    Intel is ramping up production on the 10nm node that would weigh on its fiscal Q4 2018 gross margin.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_CPU roadmap
    Company & Industry Overviews

    Intel’s New CEO’s Plan to Tackle Various Challenges

    Now that the company has appointed its CFO and interim CEO, Bob Swan, as its new CEO, investors want to know about his plans.

    By Puja Tayal
  • uploads///Slowdown in Export and GDP growth rate
    Fund Managers

    Analyzing China’s Leading Economic Index

    China’s Leading Economic Index currently indicates that the country’s economy is facing a downturn. Its LEI remained unchanged at 98.71 points in July 2015.

    By Lynn Noah
  • uploads///NM
    Tech & Comm Services

    Why AMD entered into a partnership with Synopsys

    In September 2014, AMD (AMD) and Synopsys (SNPS) entered into a multi-year agreement. The partnership will give AMD access to a range of Synopsys’ intellectual property.

    By Anne Shields
  • uploads///A_Semiconductors_AMD GPU roadmap
    Company & Industry Overviews

    NVIDIA Unlikely to Compete with AMD on 7-nm Node

    Advanced Micro Devices (AMD) is working on ray tracing technology and plans to introduce this technology in its future GPUs (graphics processing unit) in order to compete with NVIDIA’s (NVDA) RTX GPUs.

    By Puja Tayal
  • uploads///Chinas Official Manufactuirng Purchasing Managers Index
    Macroeconomic Analysis

    China’s Official Manufacturing PMI Nudged Down in November

    China’s official Manufacturing PMI reading for November was slightly down and came at 49.6 as compared to 49.8 in October. This index is released every month.

    By Lynn Noah
  • uploads///A_Semiconductors_AMD_ rev growth rate
    Company & Industry Overviews

    AMD’s 2019 Growth Revolves around Market Share Gain

    Advanced Micro Devices (AMD) is a small player in the CPU (central processing unit) and GPU (graphics processing unit) markets.

    By Puja Tayal
  • uploads///B_Semiconductors_INTC_Operating margin seg
    Company & Industry Overviews

    How Important Are Apple’s Orders for Intel?

    A report by FastCompany stated that Apple (AAPL) has “lost confidence” in Intel’s (INTC) ability to deliver 5G modem chips on time.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_foundr nodes sttaus
    Company & Industry Overviews

    Behind the June 21 Resignation of Intel CEO Brian Krzanich

    Intel’s CEO, Brian Krzanich, resigned abruptly after serving the company for more than 35 years. He served as the company’s CEO for five years.

    By Puja Tayal
  • uploads///Screen Shot    at
    Earnings Report

    These Are Texas Instruments’ Future Growth Drivers

    Texas Instruments (TXN) reported strong fiscal Q2 2018 revenue, and forecast slower-than-usual revenue growth for the third quarter as it increases its exposure to the more stable industrial and automotive markets.

    By Puja Tayal
  • uploads///part
    Company & Industry Overviews

    Micron Technology Agrees to Acquire Inotera Memories

    On December 14, 2015, Micron Technology announced that it will buy the remaining shares of foundry partner Inotera Memories in a share swap transaction.

    By Adam Rogers
  • uploads///Graphics
    Earnings Report

    KLAC Stock Rises Over 3% on Fiscal Q2 2019 Revenue Beat

    The semiconductor market is seeing demand weakness, especially in China. SME (semiconductor manufacturing equipment) suppliers are also seeing demand weakness.

    By Puja Tayal
  • uploads///Chinas New Yuan Loans
    Macroeconomic Analysis

    China’s New Loan and Aggregate Financing Plans: Are They Working?

    New loans issued by Chinese banks rose to 1.4 trillion yuan ($211.2 billion) up from 726.6 billion yuan ($112.0 billion) in February 2016.

    By Lynn Noah
  • uploads///Latest Portfolio Breakdown of EWS
    Macroeconomic Analysis

    How to Invest in Singapore Equities

    Leading the ETF pack for investing in Singapore equities is the iShares MSCI Singapore ETF (EWS).

    By David Ashworth
  • uploads///Graphics
    Earnings Report

    Could TSMC’s Guidance Mark the Start of a Semiconductor Slowdown?

    TSMC (TSM), the world’s largest foundry, earns revenue by manufacturing chips for other chipmakers on its manufacturing nodes.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM advanced node i nvestment
    Company & Industry Overviews

    How Will Investment in Advanced Nodes Help TSMC?

    TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM_Rev product mix
    Company & Industry Overviews

    A Look at TSMC’s 2018 Outlook for the Semiconductor Industry

    TSMC expects the overall semiconductor market, excluding memory, to grow 5% YoY (year-over-year) in 2018.

    By Puja Tayal
  • uploads///A_Sermiconductors_INTC_nm Product Strategy
    Company & Industry Overviews

    Flaws in Intel’s x86 Integration Model

    Intel lost the mobile processor market to Qualcomm (QCOM) in 2016. It also lost some PC processor market share to Advanced Micro Devices (AMD) last year.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Why Intel Has Lowered Its Fiscal 2016 Guidance

    Intel has lowered its fiscal 2016 gross margin guidance from 63% to 62% due to lower platform volumes.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA gaming GPUs
    Company & Industry Overviews

    NVIDIA Launches Mid-Range Turing GPUs to Boost Gaming Revenue

    While NVIDIA is tapping the mid-range market, AMD is eyeing the high-end market.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    AMD Stock amid Future Earnings Growth, Market Share Gains

    Advanced Micro Devices (AMD) has caught everyone’s attention with its 89% rally since May 1. It’s trading near its 52-week high of $20.92.

    By Puja Tayal
  • uploads///B_Semiconductors_INTC annual rev growth rate
    Company & Industry Overviews

    What Could 2019 Hold for Intel Investors?

    AMD is set to launch its next-generation Ryzen CPUs (central processing units) and EPYC server CPUs on TSMC’s (TSM) 7nm (nanometer) node in 2019.

    By Puja Tayal
  • uploads///taiwan unemployment rate
    Macroeconomic Analysis

    EWT Rises 1.78%, Taiwan’s Unemployment Rate Holds Steady at 3.75%

    On June 22, the National Statistics Office of the Republic of China reported unemployment figures for the economy of Taiwan.

    By Surbhi Jain
  • uploads///Graphics
    Earnings Report

    Semiconductor Earnings Watch: TER and LRCX

    This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    How the End of the Crypto Boom Affected the GPU Industry’s Sales

    This year saw the peak of the cryptocurrency boom, with Ethereum prices reaching their maximum at the end of January.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA_GPU launch timeframe
    Company & Industry Overviews

    The Rumors on NVIDIA’s Upcoming Gaming Graphics Unit

    NVIDIA launched its last gaming GPU architecture, Pascal, in June 2016.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_PC Shipments
    Company & Industry Overviews

    How Intel Could Address Its Supply Shortage

    JPMorgan Chase expects global PC shipments to fall 5%–7% in Q4 2018.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD GPU roadmap
    Company & Industry Overviews

    What Customers Should Expect from AMD’s Next-Generation Navi GPU

    In a corporate blog, AMD chief technology officer Mark Papermaster stated that the company would be launching more products on TSMC’s 7nm node, including its next-generation Navi GPU.

    By Puja Tayal
  • uploads///Graphics
    Tech & Comm Services

    AMD Stock Rose 8% on Ryzen 3000 Series Announcement

    Advanced Micro Devices (AMD) started 2019 with the announcement of its new Ryzen 3000 H and U Series CPUs for gaming laptops and ultrathin notebooks at CES 2019.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM capex
    Company & Industry Overviews

    Advanced Nodes Increase TSMC’s Capital Expenditure

    In the first three quarters of 2018, TSMC spent $6.7 billion in capital expenditure and is expected to spend $3.3 billion in the fourth quarter as it ramps up 7-nm production.

    By Puja Tayal
  • uploads///Graphics
    Company & Industry Overviews

    TSMC’s First-Quarter Earnings Suggest Growth in Coming Quarters

    As TSMC has broad exposure to most end markets, its earnings are used to determine the health of the overall semiconductor industry.

    By Puja Tayal
  • uploads///MNI Chinas Business Sentiment indicator
    Macroeconomic Analysis

    China’s MNI Business Sentiment Expanded in April, Caution Prevails

    China’s MNI Business Sentiment Indicator expanded to 50.5 in April due to stimulus measures from Chinese authorities to boost economic growth.

    By Lynn Noah
  • uploads///A_Semiconductors_AAPL_Rev by country Q
    Company & Industry Overviews

    Apple’s Older iPhone Models in Patent Battles

    A few iPhone models face the risk of an import ban under Apple’s ongoing patent infringement lawsuit with Qualcomm and South Korea.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM profit margin Q
    Company & Industry Overviews

    TSMC’s First-Quarter Profit Margins Fall to Seven-Year Low

    TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How the KabyLake Processor Fits into Intel’s Strategy

    Intel’s (INTC) new PC processor, KabyLake, marks the slowdown in Moore’s law, which was devised by Intel Co-Founder Gordon Moore.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM_rev by application Q
    Company & Industry Overviews

    Rumors: Intel Could Outsource Some of Its CPU Production to TSMC

    Intel (INTC) is facing supply constraints for its 14nm (nanometer) chips as the company transitions to the 10nm node.

    By Puja Tayal
  • uploads///A_Semiconductors_Semi stock post earnings
    Company & Industry Overviews

    Investor Reaction to Lam Research’s and TSMC’s 2Q18 Guidance

    The semiconductor earnings season started on a negative note with companies at the start of the supply chain reporting weaker guidance.

    By Puja Tayal
  • uploads///Chinas New Yuan Loans fell sharply in February
    Macroeconomic Analysis

    China’s New Yuan Loans, Aggregate Financing Dropped in February

    China’s aggregate financing also fell sharply from 3417.3 billion yuan ($525 billion) in January to 780.2 billion yuan ($120 billion) in February.

    By Lynn Noah
  • uploads///Graphics
    Company & Industry Overviews

    1Q18 Earnings Season: Good News for Semiconductor Investors?

    The earnings season started with better-than-expected earnings for semiconductor equipment manufacturer Lam Research (LRCX).

    By Puja Tayal
  • uploads///D_Semiconductors_AMD_EPYC roadmap
    Company & Industry Overviews

    AMD Aims to Gain Double-Digit Server CPU Market Share

    Advanced Micro Devices (AMD) aims to gain mid-single-digit server CPU (central processing unit) market share from Intel (INTC) by the end of 2018.

    By Puja Tayal
  • uploads///swift_rmb_inside_dec x
    Macroeconomic Analysis

    China’s Yuan Share Rose in Global Currency Payments

    According to the latest SWIFT RMB Tracker, the yuan—also known as the “renminbi”—accounted for 2.3% of the global payments in November 2015.

    By Lynn Noah
  • uploads///A_Semiconductors_AAPL_QoQ rev growth Q
    Earnings Report

    TSMC Warns of Weak Demand in the First Half of 2019

    TSMC is the sole manufacturer of Apple’s (AAPL) A-series processors, which are used in iPhones.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Semi trend
    Company & Industry Overviews

    AMAT Feels the Impact of the Shift from Mobile Era to AI Era

    The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.

    By Puja Tayal
  • uploads///A_Semiconductrs_AMD gross margin Q
    Earnings Report

    AMD’s Flexible Manufacturing Strategy Reflects in Gross Margin

    Advanced Micro Devices (AMD) seems to be repeating its 2006 growth in the CPU (central processing unit) market.

    By Puja Tayal
  • uploads///Key issues in China
    Macroeconomic Analysis

    Key for Investors: 5 Issues Are Choking Real Growth in China

    We think that 2016 will be challenging for the Chinese economy. With policy support and improved credit conditions, economic activity stabilized in 1Q16.

    By Lynn Noah
  • uploads///Chinas Official Manufactuirng Purchasing Managers Index
    Macroeconomic Analysis

    China’s Official Manufacturing PMI Nudged Up in December

    China’s official manufacturing PMI reading for December 2015 was up slightly and came in at 49.7. However, it was still in contraction mode compared to 49.6 in November.

    By Lynn Noah
  • uploads///IDR Nov
    Macroeconomic Analysis

    Indonesian Rupiah Traded Lower, Interest Rates Didn’t Change

    The rupiah was trading in a negative trajectory compared to the US dollar on November 17. Bank Indonesia decided to keep the interest rates unchanged.

    By David Meyer
  • uploads///Graphics
    Earnings Report

    Texas Instruments’ Q1 2019 Revenue Hit by Semiconductor Weakness

    Texas Instruments (TXN) is the world’s largest manufacturer and supplier of analog chips that convert real-world signals like touch and sound into digital signals.

    By Puja Tayal
  • uploads///A_Sermiconductors_INTC_Foundry busioness emergence
    Company & Industry Overviews

    Would Intel Consider Outsourcing Its CPU Manufacturing to TSMC?

    In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    TSMC’s Revenue Was Impacted as Apple Scaled Production Back

    Apple is TSMC’s major customer in the communication segment. The recent production scale-back by Apple in December 2015 affected TSMC’s fiscal 4Q15 revenue.

    By Puja Tayal
  • uploads///Templeton China World Fund Class A TCWAX
    Macroeconomic Analysis

    TCWAX Fell Due to Weak Global Demand

    For the month ending on November 30, 2015, TCWAX fell by 2.8% due to weakness in global demand and lower commodity prices.

    By Lynn Noah
  • uploads///A_Semiconductors_TSM_rev by node Q
    Earnings Report

    TSMC’s Process Node Strength Reflects in Its Q4 Revenue

    A smaller node improves transistor density, thereby improving performance and power efficiency.

    By Puja Tayal
  • uploads///A_Semiconductors_NVDA GPU price tariff impact
    Company & Industry Overviews

    NVIDIA and AMD to See Higher GPU Prices Because of US Tariffs

    According to Jon Peddie Research, NVIDIA’s new RTX 2080 AIB would cost gamers $800 in September, $880 in the fourth quarter, and $1,000 in the first quarter of 2019.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Semiconductor Earning Trends in December 2015 Quarter

    In the December 2015 quarter, most semiconductor companies and foundries reported declining sales and a weaker guidance for the March 2016 quarter.

    By Puja Tayal
  • uploads///C_Semiconductors_AMD RoE
    Company & Industry Overviews

    AMD’s Efficiency Ratios Could Improve Further in 2019

    A company’s ROE shows the profit a company can generate from shareholder capital.

    By Puja Tayal
  • uploads///revenue by geograhies
    Earnings Report

    Applied Materials’s position in the semiconductor space

    AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.

    By Anne Shields
  • uploads///A_Semiconductors_INTC_foundr nodes sttaus
    Company & Industry Overviews

    This Company Could Partner Again with Qualcomm in 2019

    While Qualcomm (QCOM) is struggling to make its mark in the server and PC processor markets, its chipsets continue to see strong demand in the smartphone market.

    By Puja Tayal
  • uploads///E_Semiconductors_equiment spending  forecast
    Earnings Report

    Why AMAT’s Weak Guidance Alarmed Semiconductor Investors

    Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD NVDA rev Growth Q YoU est
    Earnings Report

    AMD’s and NVIDIA’s Q1 Earnings May Bottom Out on GPU Weakness

    The advent of esports and AI (artificial intelligence) in the last three years has brought discrete GPUs (graphics processing units) to the limelight.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM Q Q rev growth rate
    Company & Industry Overviews

    TSMC Lowers 2018 Revenue Guidance on Crypto Weakness

    TSMC (TSM) generally reports double-digit sequential revenue growth in the third quarter.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM_AAPL_ iPhon impact on earnings
    Company & Industry Overviews

    Impact of Apple’s New iPhones on TSMC’s Fiscal H2 2018 Revenue

    Apple’s (AAPL) sole foundry, TSMC’s (TSM) production, was affected for four days due to a computer virus outbreak.

    By Puja Tayal
  • Macroeconomic Analysis

    TCWAX: 2015’s Worst Performer, but Lowest YTD Negative Return

    The Templeton China World Fund – Class A (TCWAX) is the third-largest fund under this review, with an asset size of $297.2 million as of January 2016.

    By Lynn Noah
  • uploads///A_Semiconductors_AMAT_Semi buss earnings Q
    Earnings Report

    Semiconductor Systems: AMAT’s Key Revenue Driver for Fiscal 2018

    In fiscal 1Q18, AMAT’s Semiconductor Systems division’s revenue rose 32.6% YoY (year-over-year) to $2.9 billion.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC rev growth rate annual
    Earnings Report

    Intel May Announce Next CEO before Q4 2018 Earnings

    There are rumors that Intel might announce its next CEO before its earnings.

    By Puja Tayal
  • uploads///IDR Jan
    Macroeconomic Analysis

    Indonesian Rupiah Fell Due to the Jakarta Attack and Rate Cut

    The Indonesian rupiah fell against the US dollar on January 14, 2016, after a terrorist bomb exploded in the capital city of Jakarta.

    By David Meyer
  • uploads///Regional Government Gross Debt as of GDP
    Macroeconomic Analysis

    A Look at Some Important Metrics of Asia-Pacific Countries

    In this series, among developed markets in the Asia-Pacific region, we’ll look at equity investment vehicles that allow you to invest in Australia, Hong Kong, and Singapore.

    By David Ashworth
  • uploads///A_Semiconductors_TSM capital spending
    Company & Industry Overviews

    TSMC’s Capital Spending Focus Is High-Performance Computing

    TSMC (TSM) reported its worst dip in profit in seven years as weak smartphone demand and high semiconductor inventory impacted its factory utilization rate.

    By Puja Tayal
  • uploads///Chinas New Yuan Loans rises in November
    Macroeconomic Analysis

    China’s New Yuan Loans and Aggregate Financing Rise in November

    The rise in new yuan loans doesn’t directly impact the overall performance of mutual funds. But with the rise in credit flow in the economy, mutual funds with large exposures to financials benefit.

    By Lynn Noah
  • uploads///A_Semiconductors_TXN Q YoY rev growth rate
    Earnings Report

    What TXN’s Q1 Revenue Says about the Semiconductor Industry

    Texas Instruments’ (TXN) revenue had been falling on a YoY (year-over-year) basis after ten quarters of growth, and the rate of decline is increasing with every quarter.

    By Puja Tayal
  • uploads///A_AMD_Semiconductors_high end product portfolio
    Company & Industry Overviews

    Intel’s CPU Shortages to Positively Impact AMD

    Although AMD’s products have delivered better price-to-performance metrics, Intel still offers some of the highest-performing CPUs.

    By Puja Tayal
  • uploads///A_Semiconductors_Inventory TSM MU TXN Q
    Earnings Report

    Is Semiconductor Industry Heading toward a Cyclical Downturn?

    For the fourth quarter, Texas Instruments (TXN) guided its biggest sequential revenue decline since 2012.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT_Node shrink opportunity
    Company & Industry Overviews

    Opportunities for AMAT’s Semiconductor Systems Business

    AMAT is seeing strong growth in the foundry sector as companies like TSMC (TSM) and Samsung (SSNLF) move below the 10nm (nanometer) node.

    By Puja Tayal
  • uploads///A_Sermiconductors_INTC_Foundry busioness emergence
    Company & Industry Overviews

    What Happened to Intel’s Foundry Business?

    In 1986, Intel (INTC) adopted an integration model in which it invested in x86 chip designs and manufacturing nodes to attain technology leadership in the microprocessor market.

    By Puja Tayal
  • uploads///A_Semiconductors_ INTC proces roadmap
    Company & Industry Overviews

    What AMD’s Technology Lead over Intel Means to Investors

    If AMD offers competitive products, Intel could lose its power to charge a premium price for its products, which could reduce its ASP (average selling price) and margins.

    By Puja Tayal
  • uploads///A_Semiconductors_AMAT KLAC LRCX rev Growth Q YoU est
    Earnings Report

    Reduced Memory Spending to Hit Earnings of AMAT, KLAC, and LRCX

    The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.

    By Puja Tayal
  • uploads///Screen Shot    at
    Earnings Report

    Texas Instruments Diversification Strategy Starts to Pay Off

    Texas Instruments (TXN) has been reducing its exposure in the declining smartphone market and increasing its exposure in the growing automotive and industrial markets to reduce its seasonality.

    By Puja Tayal
  • uploads///Graphics
    Tech & Comm Services

    AMD Stock Crossed $29 before Its Q1 Earnings

    For Advanced Micro Devices, 2019 is an important year. The company is taking the manufacturing process lead with TSMC’s 7nm process node.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC_process node
    Company & Industry Overviews

    What Rumors Say about Intel’s Supply Shortage

    Intel (INTC) is looking to address the CPU (central processing unit) supply shortage by adding capacity and prioritizing high-margin Xeon server CPUs over PC CPUs.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM rev QoQ growth rate Q
    Earnings Report

    Apple’s Weak iPhone Sales Could Show in TSMC’s Q4 2018 Earnings

    The Q4 2018 semiconductor earnings season will begin with the release of TSMC’s (TSM) fourth-quarter 2018 earnings on January 17.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM Q Q operating margin
    Company & Industry Overviews

    How TSMC Plans to Improve Its Profit Margin in 2019

    Another factor pulling down TSMC’s gross margin is the lower utilization rate of the 28-nm node due to faster-than-expected migration to the 7-nm node.

    By Puja Tayal
  • uploads///CP Carloads
    Miscellaneous

    What Led to Canadian Pacific Railway’s Volume Rise in Week 30?

    CP hauled slightly more than 30,000 railcars in the 30th week compared with over 29,000 railcars in the 30th week last year.

    By Samuel Prince
  • uploads///B_Semiconductors_AMD_Cash FLow
    Company & Industry Overviews

    AMD Remains Free Cash Flow Negative

    In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.

    By Puja Tayal
  • uploads///Graphics
    Tech & Comm Services

    What Q4 Semiconductor Earnings May Have in Store for Investors

    2019 started on a good note for the semiconductor industry.

    By Puja Tayal
  • uploads///Graphics
    Earnings Report

    What Challenges Does Broadcom’s Stock Face in 2018?

    Broadcom stock is once again on a growth trend as the company prepares to release its fiscal Q3 2018 earnings on September 6.

    By Puja Tayal
  • uploads///A_Semiconductors_TSM_capex
    Company & Industry Overviews

    What TSMC’s Reduced Capital Spending Means for Applied Materials

    Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).

    By Puja Tayal
  • uploads///Portfolio Composition
    Macroeconomic Analysis

    What Are the Portfolio Compositions of FHKCX and JCOAX?

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