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Advantech (2395 TT)
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28
Analysis
Information Technology
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Taiwan
Advantech Co., Ltd. manufactures and markets embedded personal computers (PC), network computing products, industrial automation products, and panel PCs.
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bullish
•
Taiwan Semiconductor (TSMC)
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07 Feb 2024 02:12
Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying
Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...
Vincent Fernando, CFA
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380 Views
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bullish
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Taiwan Semiconductor (TSMC)
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09 Oct 2023 06:30
Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
Vincent Fernando, CFA
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320 Views
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bullish
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Taiwan Semiconductor (TSMC)
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31 Jul 2023 18:31
Taiwan Tech Weekly: Wave of Taiwan Earnings Plus AMD & Apple; AI Accelerating DRAM & PC Recovery
Wave of Taiwan earnings this week with Delta, Advantech, Innolux, Winbond, Realtek, Elan, ChipMOS plus others in Taiwan. Also -- We visited...
Vincent Fernando, CFA
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291 Views
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bullish
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MSCI Emerging Markets Index
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28 Mar 2023 04:33
MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
Vermilion Research
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267 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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27 Feb 2023 11:59
Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
Vincent Fernando, CFA
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277 Views
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