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Tokyo Electron Ltd Unsp Adr (TOELY US)
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59
Analysis
Information Technology
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Japan
Tokyo Electron Limited manufactures and sells industrial electronics products, such as semiconductor manufacturing machines, computer system, and electronic components. The Company products are sold in US, Taiwan, and others as well as in Japan.
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bullish
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Thematic (Sector/Industry)
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25 Aug 2023 07:06
Ohayo Japan| Tech Sold as Yields Take Their Toll; JAPAN X: Tradition Ends-Japan Embraces Job Hopping
Higher Yields, Tech Sell Off Ahead of Powell's Speech; NKY Futures -1.9% vs Cash; USDJPY 145.8; Fukushima Water Release prompts China Backlash;...
Mark Chadwick
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375 Views
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bullish
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Thematic (Sector/Industry)
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19 Aug 2023 12:26
Semiconductor WFE. China Spending Spree Offsets Memory & Logic Declines
WFE spend to drop 20% YoY, ASML & AMAT are outperforming, LRCX & TEL are underperforming, KLAC somewhere in between. Increased China WFE spend...
William Keating
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486 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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15 Aug 2023 08:28
Taiwan Tech Weekly: Hon Hai AI Servers Taking Share, Asus Specifies When AI PCs Will Drive Market
Also -- According to media reports, Apple has bought all of TSMC's leading-edge 3nm capacity and may have exclusivity for this 3nm production...
Vincent Fernando, CFA
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292 Views
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bullish
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Taiwan Semiconductor (TSMC)
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10 Aug 2023 05:50
Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
Vincent Fernando, CFA
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294 Views
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bullish
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ROHM Co Ltd
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08 Aug 2023 06:13
JPX Nikkei 400 Index Rebalance: Some Big Impact Names
There are 38 adds and 36 deletes for the JPXNK400 Index. The adds have outperformed the deletes and there is a fair bit to trade on a lot of...
Brian Freitas
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624 Views
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