Taiwan Tech Weekly: Our Summary of Sweeping New China Restrictions, TSMC Results This Week
U.S. issues broad new rules restricting technology sales to China, essentially removing China as a long-term demand driver for advanced products.
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Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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Assessing the Korea NPS-Originated Flow Trends and Allocation Breakdown
This post assesses the Korea NPS annual report released last week along with the latest monthly status report to find recent patterns in allocation...
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Intel's $30 Billion JV with Brookfield Asset Mgmt: To Take Away Market Share from TSMC & Samsung?
On 23 August, Intel announced that it will partner with Canada's Brookfield Asset Management to jointly fund up to $30 billion to make advanced...
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SK Square: The Excessive NAV Valuation Gap Is Likely to Narrow
On a NAV basis, shares of SK Square are deeply undervalued. If we assume a moderate 50% holdco discount, this would suggest a NAV of 74,677 won per...
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