US President Donald J. Trump's threat to defund the CHIPS Act and impose tariffs could hurt small tech start-ups by limiting ...
Malaysia design deal with Arm; strong IC sales; CHIPS Act clawback clause; Allegro spurns offer; TSMC $100B U.S. deal; ...
Our fair value estimate for GlobalWafers is TWD 620 per share, at which GlobalWafers would trade at 2025 price/earnings ratio of 21 times and 1.7% dividend yield. We use a weighted average cost of ...
We foresee the semiconductor silicon wafer market to grow at 6% per year in the next decade in terms of area and another 2%-4% in pricing coming from more advanced semiconductors. Like other ...
India is finalizing a $1 billion plan to support its solar manufacturing industry, aiming to reduce reliance on China and ...
The London Company Mid Cap portfolio declined 1.8% during the quarter vs. a 0.6% increase in the Russell Midcap Index.
By The President Donald Trump’s launched a trade war Tuesday against America’s three biggest trading partners, drawing ...
In addition, separate to the materials on earnings, we have also posted a press release regarding the announcement on reorganization of small diameter silicon wafer production, which is also ...
Even if India were to expand its wafer and ingot capacity, it would still need to rely on foreign suppliers for the raw material they’re made from, polysilicon. India doesn’t have any capacity ...
Good afternoon, everyone, and welcome to First Solar's Q4 and full-year 2024 earnings and 2025 guidance call. This call is being webcast live on the In ...
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