Taiwan - Increased Shorts in Largan, UMC, Yageo; Covering in AUO, Asmedia, Catcher, Hiwin
Total short notional in Taiwan stocks is TWD 250,273 mm (~US$8.34 bn) as of 14 February 2020.Over the week, the largest short positions were put on...
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Taiwan - Shorting in Electronic Components, Covering in Semiconductors
Total short notional in Taiwan stocks is TWD 254,326 mm (~US$8.49 bn) as of 17 January 2020. Over the week, the largest short positions were put...
351 Views
Will a Gaming CPU Price War Between Intel and AMD Begin?
Summary A new AMD CPU at less than 50% of Intel one: AMD announced Ryzen 7 x86 CPUs for PC gamers, creators, and enthusiasts to be performance...
484 Views
Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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