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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
参加 April 2024
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Taiwanese chip design services are exploding Alchip generated NT$7.43 billion in July revenue, up 108.1% month over month and 181.8% year over year Global Unichip (GUC) reported NT$5.77 billion, up 17.1% month over month and 158.4% year over year. Faraday posted NT$1.06 billion, down 25% month over month but still up 10% year over year Alchip said key customer designs have moved into mass production, supporting revenue growth. It also expects continued strength in NRE projects, including accelerator designs based on 2nm technology GUC continues to benefit from ASIC projects for cloud service providers, with a newly won project expected to begin contributing to mass-production revenue in late 2026 or early 2027
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