PC Partner: Relocating HQ and Listing to Singapore, 81% of Market Cap Is Cash
PC Partner sees strong YoY growth in 1H24 results, plans HQ relocation to Singapore for better AI chip allocation amid uncertain China/USA relations.
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Earnings Preview (Nvidia and Marvell)
It’s about to be primetime for the AI semiconductor trade, and for the first time in a long time (maybe ever), I wanted to write an earnings...
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Taiwan Tech Weekly: Taiwan Rebound Lagging Nvidia; Why TSMC's 'Foundry 2.0' Is Significant
Taiwan tech stocks rally but lag behind Nvidia; focus on upcoming results from Nvidia, Dell, and HP. TSMC's strategic shift to Foundry 2.0 is...
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MARKETS AND SEMICONDUCTORS
Hello! I went on a short hike this weekend, which always seems to cause something to change. What changed was that we are seeing a very large...
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Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
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