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Independent Investment Research
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
21 Jul 2024 20:28
Taiwan Tech Weekly: Strong TSMC & ASML Data Fails to Rally the Semiconductor Sector
Taiwan stocks dropped last week as potential new US tech restrictions for China loom, despite strong TSMC and ASML results. Apple ramping up...
Vincent Fernando, CFA
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218 Views
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bullish
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ASML Holding NV
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21 Jul 2024 20:06
ASML Readthrough: Are There Signs of an Industry Slow Down?
We analyze ASML's results for signs of potential industry softness or pausing of demand. Overall, ASML's data depicts an industry experiencing...
Vincent Fernando, CFA
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237 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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18 Jul 2024 20:58
We See TSMC's Margins Increasing Much Higher Than Guidance in Long-Term; 2Q24 Shows Apple Ramping Up
TSMC raises revenue guidance significantly for 2024E. We also see many signs that TSMC can earn higher LT margins than it is guiding. TSMC shows...
Vincent Fernando, CFA
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274 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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17 Jul 2024 16:28
Taiwan Dual-Listings Monitor: TSMC Rebounds After Sharp Breakdown; ASE Major Premium Breakdown
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
Vincent Fernando, CFA
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253 Views
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bearish
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Nanya Technology
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11 Jul 2024 07:09
Nanya Technology: Latest Results & Guidance Make 2024E Consensus Hard to Achieve; Underperform
Continued net loss in 2Q24, with marginal gross margin improvement. Server demand strong, but PC and mobile flat. Street may need to lower 2024E...
Vincent Fernando, CFA
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218 Views
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