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Taiwan Semiconductor Co. (5425 TT)
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71
Analysis
Information Technology
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Taiwan
Taiwan Semiconductor Co., Ltd. designs, manufactures, and distributes rectifiers, thermal bar code printers, and color photo printers.
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bearish
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Thematic (Sector/Industry)
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19 Apr 2023 16:12
Intel's "5 Nodes In 4 Years" Is A Red Herring
"5 nodes in 4 years" is a meaningless mantra unless qualified with unit volume, ramp speed and yield metrics. These are where the real challenges lie.
William Keating
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389 Views
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bullish
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Thematic (Sector/Industry)
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07 Apr 2023 10:59
Global Semiconductor Sales Fall 4% MoM, 20.7% YoY In February 2023
February 2023 effectively marked the 13th consecutive month of declining semi sales making it one of the most protracted downturns of the past two...
William Keating
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578 Views
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bullish
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Meituan
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20 Nov 2022 07:28
ECM Weekly (20th Nov 2022) - I-Tail, Growatt, Lygend, SinoHytech, Meituan/Tencent, Olympus, Paytm
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
Sumeet Singh
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600 Views
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bullish
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Socionext
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27 Sep 2022 08:45
Socionext IPO - Ample Upside Even After Discount
Socionext (6526 JP) is looking to raise up to US$463m in its Japan IPO. In this note, we will look at the updated deal dynamics, our earlier...
Clarence Chu
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533 Views
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bearish
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Cross Asset Strategy
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05 Aug 2022 06:04
JFK's Naval Blockade of Cuba (1962) - Fast Forward 60 Years & A Blockade of Taiwan by China?
Nancy Pelosi has left Taiwan but the confrontation between China and Taiwan has stepped up to another level including an emerging naval/arial...
Douglas Kim
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166 Views
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