Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan
Applied Materials (AMAT US) guidance buoyed the overall industry, but negative Memory news from AMAT and Micron make Nanya Technology (2408 TT)...
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How Bad Is Today's Chip Collapse?
Do you understand the current chip collapse? It is following a path that it has followed in the past, and those who read this post can invest more...
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Chinese Semiconductor Stocks Nosedive as U.S. Tightens Chip Export Controls
The U.S government’s escalated chip export restrictions has triggered a sell-off of onshore Chinese semiconductor stocks
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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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