Taiwan Tech Weekly: AI Plays Weak Despite Strong Taiwan Tech Market Performance
AI-Related Taiwan plays showed relative weakness. This weakness interestingly happened during a week when NVIDIA Corp (NVDA US) performed well.
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Taiwan Dual-Listings Monitor: TSMC Premium at an Extreme; ASE Dropping Lower and Lower
In this piece, we provide our long and short levels for each dual-listing spread. Spreads are generally near the middle of their historical ranges.
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Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
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TWSE Foreign Holding Weekly (Dec 8th): Umc
We analyzed TWSE foreign holding data for the past week and we highlighted the foreign holding weekly and yearly changes in Umc.
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GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?
GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....
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