28 Dec ’22, “Taiwan to bolster military readiness“From 2024, compulsory military service for men will be extended from the current four months to a year and conscripts’ pay will be quadrupled to bring it in line with the minimum wage. This follows two days after Beijing staged the largest air manoeuvres around Taiwan in fourContinue reading “Latest on China-Taiwan”
Tag Archives: Semiconductors
Overview of the key players in the global semiconductor industry
Companies that make chips Source: Counterpoint research Nature of business: The more advanced the chips being made the more capital intensive the process. For example, TSMC’s capital expenditure for 2022 will be $36bn, and in December 2022 it announced plans to triple its investment in Arizona from $12b to $40b in the coming years, whereContinue reading “Overview of the key players in the global semiconductor industry”
Global Foundries (GFD) Q3’22 earnings call
Summary financials Key Takeaways “Since the beginning of the quarter, some of our customers have requested to modestly adjust some of their 2023 shipments downward, particularly with respect to the first half of 2023″
MediaTek: Hurt by US closing Huawei loophole
Source: “Taiwan’s ‘bandit phone king’ hit by US crackdown on Huawei”, FT, 24th August 2020 In May 2020, the US barred chipmakers from selling Huawei any custom-made semiconductors made with US equipment. For Huawei, this would have made MediaTek’s off-the-shelf smartphone chipsets the obvious choice, a development that would have boosted the Taiwanese chipmaker’s fortunesContinue reading “MediaTek: Hurt by US closing Huawei loophole”
The Equity Analyst 