Tomas Nakamura
Tomas follows semiconductors, AI, software and energy technology and the listed companies building them, measured by orders, revenue and capital spending.
Articles by Tomas Nakamura
ASML posts record €11.7bn quarter and warns supply will trail demand into 2028
The Dutch lithography group reported third-quarter net sales of €11.7bn and net income of €5.0bn on 14 October, lifted full-year guidance to €44bn–45bn and said planned capacity for 2027 and 2028 will not fully meet customer orders.
TSMC lifts quarterly profit 69% to NT$763bn, guides fourth-quarter sales to US$54bn
Taiwan Semiconductor Manufacturing Company reported third-quarter revenue of US$46.7bn and net income of NT$763bn on 15 October, with a 66.4% gross margin, and guided fourth-quarter revenue to between US$52.3bn and US$54.3bn.
Nvidia-backed Firmus pulls US$5bn Australian IPO as investors balk at valuation
The AI data-centre developer pulled what would have been one of Australia's largest listings on 9 October, citing market volatility, after institutions including UniSuper declined to back a roughly US$30bn equity valuation.