Research Archive

January 18, 2024 / Ben Bajarin

TSMC Earnings Sets Stage for Strong 2024

TSMC latest earnings commentary provides a positive outlook for the semiconductor industry in 2024. Key Takeaways Revenue Growth Forecast: TSMC expects 2024 to be a year of healthy growth with a projected increase in revenue of low-mid 20% in US$ terms. This growth is expected to outperform the wider semiconductor industry excluding memory (>10% YoY)…

September 7, 2023 / Max Weinbach

Research Report: WWDC 2023

Apple’s Worldwide Developers Conference (WWDC) is an annual event that brings together developers from around the world to learn about the latest innovations in Apple’s software platform. The event is typically held in June, and it usually features a keynote address by Apple CEO Tim Cook, as well as a number of other sessions and…

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