Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
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What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
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Japan Morning Connection: Record Defense Budget and Nikkei Rebalance Set to Boost Related Stocks
News Intel may restructure/sell fab business, negative for Japanese SPE suppliers. Japan defense budget increase positive for related names....
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Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
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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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