Taiwan Tech Weekly: AI Plays Weak Ahead of Nvidia Results Today; Intel & UMC; ARM & Novatek
Key developments: Nvidia results today, Elan & ChipMOS tomorrow, and U.S. PC maker results next week. UMC a potential acquisition for Intel?...
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Taiwan Tech Weekly: TSMC Playing Post-CNY Catch-Up; All Eyes on Upcoming Nvidia Results
Strong rebound after CNY with TSMC leading the gains. Nvidia results and key Taiwan companies reporting in the upcoming week. High spreads have...
391 Views
Taiwan Dual-Listings Monitor: High Spreads Persist After CNY Break
Taiwan semiconductor companies TSMC, UMC, and ChipMOS continue to maintain high ADR premiums after the Chinese New Year break, with ChipMOS'...
373 Views
Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying
Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...
381 Views
Taiwan Dual-Listings Monitor: Can TSMC Sustain Extreme ADR Spread?; UMC Results Catalyst Tomorrow
TSMC's ADR premium history suggests a short opportunity, while UMC's results tomorrow could open up a trade. Also, why waiting for ASE's premium...
307 Views