Hon Hai (Foxconn): After the 50% Surge, Where Can It Go From Here?
Hon Hai shares surged to new all-time high after showcasing AI technologies at Nvidia's GTC conference. We believe a short squeeze may have been...
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Bharti Hexacom Pre-IPO - The Negatives - No Clear Rationale for Listing
The company is said to be looking to launch its IPO next week, which will entirely comprise of an offer for sale of half of the stake of Government...
446 Views
Taiwan Tech Weekly: TSMC Surge Leads Taiwan Stocks Higher; Advanced Chip Packaging in Focus
TSMC and Mediatek see significant stock gains, with TSMC ramping advanced packaging capacity and the iPhone 16 is on schedule. Dell and HPQ...
460 Views
TSMC (2330.TT; TSM.US): Sales Should Be Gradually Increasing QoQ in 2024F; IPhone 16 Is on Schedule.
TSMC is expanding CoWoS to increase production by 32k wafers/month in 2024E, with Apple iPhone 16 contributing to sales in 2H24. Semiconductor...
538 Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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