Taiwan Electronics & Semiconductors_ Taiwan Technology Sector Monthly Tracking – AI-related Names Still Outperforming
-·2025-01-16 07:53
V i e w p o i n t | 12 Jan 2025 16:12:30 ET │ 18 pages Taiwan Electronics & Semiconductors Taiwan Technology Sector Monthly Tracking – AI-related Names Still Outperforming CITI'S TAKE Given solid AI demand and upstream semiconductor component restocking, foundry makers including TSMC, UMC and VIS all reported inline/upbeat Dec and 4Q revenue. Mediatek also delivered better-than- expected 4Q revenue. In downstream, server players' Dec sales were tracking ahead. Wiwynn and Accton both delivered record-high mo ...