Taiwan Tech Weekly: AMAT Results Buoy Market, But Nanya at Risk, Foreigners Massively Buy Taiwan
Applied Materials (AMAT US) guidance buoyed the overall industry, but negative Memory news from AMAT and Micron make Nanya Technology (2408 TT)...
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Intel Vs. TSMC Monitor: TSMC Soars on Buffett Investment, Why INTC Could Now Revert
TSMC has outperformed INTC by 23% in just two weeks, which is an extreme divergence in a short period of time by historical standards.
412 Views
Taiwan Dual-Listings: TSMC Premium Reverts, Rare Hon Hai & UMC Discounts
Hon Hai's London-listed GDRs are trading at a historically rare discount. UMC ADRs are also at a rare discount relative to history.
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TSMC (TSM/2330 TT): Berkshire Buying Could Push ADR Premium Higher
Berkshire buying 60m TSM US will reduce supply. A rising SOX could increase demand for TSM US at the same time. The ADR premium to the local shares...
591 Views
Taiwan Tech Weekly: Buffet Invests in TSMC, Hon Hai Issues Improving, China Chip Imports Slump
Berkshire Hathaway Inc Cl B (BRK/B US) disclosed that it has acquired about 60.1m shares in Taiwan Semiconductor (TSMC) - ADR (TSM US).
327 Views