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AU Optronics (2409 TT)
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129
Analysis
Information Technology
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Taiwan
AU Optronics Corp. manufactures and markets thin film transistor-liquid crystal displays (TFT-LCDs) and plasma display panels (PDPs). The Company sells its products in Taiwan and exports worldwide.
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bullish
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Taiwan Semiconductor (TSMC)
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18 Mar 2024 02:14
Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
Vincent Fernando, CFA
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431 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Apr 2023 22:26
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
Vincent Fernando, CFA
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345 Views
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bullish
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Taiwan Semiconductor (TSMC)
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24 Mar 2023 07:15
Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
Vincent Fernando, CFA
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512 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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21 Mar 2023 15:46
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...
Vincent Fernando, CFA
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267 Views
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bullish
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Elan Microelectronics
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08 Sep 2022 10:21
Elan Microelectronics Event: Index Removal Selling Could Exacerbate Price Divergence
We had a call with management. Guidance and product performance implies the company has relative strength vs. its end-market demand weakness.
Vincent Fernando, CFA
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261 Views
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