Taiwan Tech: Insights from 1Q23 Earnings Season Into Where We Are in the Cycle
Semiconductor's inventory situation got worse in 1Q23... Excess inventory digestion is still a few quarters away for many semiconductor companies....
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Taiwan Tech Weekly: Hon Hai Breaking Out of Range; Acer/Asustek Subdued Despite PC Upgrade Potential
TSMC's ADR premium went even higher just today; Also, Realtek is suing Mediatek in the U.S., adding to our Long/Short watchlists.
283 Views
Taiwan Dual-Listings: TSMC Spread Opens Again for Opportunity; Others Have Swung Substantially
TSMC's spread has fallen and then spiked again. ASE, ChipMOS, and CHT spreads have also experienced significant swings since our last dual-listings...
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MVIS US Listed Semiconductor 25 Index Rebalance: Chipping Away
No constituent changes, but there are float/capping changes. Estimated one-way turnover is 3.9% resulting in a one-way trade of US$358m. Stocks are...
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GEM Weekly (9 Jun 2023): China and Taiwan Trade, Inflation; TSMC, Realtek, MediaTek
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
389 Views