|2022/01/17 / Erste Group Research|
Chip demand to remain strong
Rating change: Atlassian
Taiwan Semiconductor: 4Q earnings up +19% (y/y) - Strong demand for chips will continue.
Infosys: FY 2022 guidance raised significantly. Strong Q4, but high attrition weighs on margins
JPMorgan: 4Q profit decline, technology capex raised to USD 15 bn p.a.
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|Author||Erste Group Research|
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