Taiwan Tech Weekly: Unprecedented China Protests, Memory Slump, TSMC Keeping Taiwan Fabs Ahead of US
Taiwan memory chip makers are slashing production in response to end-demand weakness, Nanya Tech looks at risk of a pullback.
278 Views
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)...
340 Views
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.
400 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.
312 Views
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...
566 Views