Gabriel Osorio-Mazilli: Page 13
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Taiwan Semiconductor Manufacturing Expanding in the West
Taiwan Semiconductor Manufacturing may be giving up some of its leading profitability, all in the name of retaining key customers and relationships in the U.S.
West Fraser's Earnings Scream Timber, Outlook Says Buy
Contractions in the wood products industry stemming from lower U.S. housing prices and construction outlooks have knocked West Fraser's earnings.
Daqo Contracts During 4th Quarter, Becomes Value Play for 2023
Daqo New Energy contracts on the 4th quarter of 2022, something to be expected for the whole solar industry. Markets would be surprised by the annual results
Could NVIDIA, Intel Become The Face of America's Semiconductors?
NVIDIA has got a hold of the most powerful tool for AI development, and it may soon have to share its glory with US based chip fabs and inherently Intel
REITS to Consider as U.S. Housing Market Tumbles
Investors could use these market discrepancies to gain some exposure to these dynamics through California/New York and Carolinas/Texas/Florida based REITs.
Remaking Intel to What It Was is Underway
Changes at Intel may position the firm to become the face of U.S. chip manufacturing brakthroughs. Landing deals for EUV lithography may only be the start
