Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
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Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel Demand Normalizing
Nvidia CEO to unveil new developments at the company's GTC developer conference. TSMC and ASML could have read-throughs from the event given their...
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China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
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Mediatek: We Contacted Management Re: Latest Arm Restrictions, Accumulate
We have established our financial model for the company - We believe the shares should be held or accumulated on a value-basis.
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Softbank Group - The Most Important Number in Q2 Results May Be ARM Royalty Revenue
Recent semiconductor weakness is worrisome but results from TSMC are reassuring on the timing of an ARM IPO. We value ARM at $37bn v Softbank's $40bn.
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