Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well
Delta Taiwan's AI power efficiency solutions showcased at NVIDIA Corp's GTC Conference drove outperformance vs. Delta Thailand. However, short...
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Delta Taiwan Vs. Thailand Monitor: EVENT: Imminent Earnings Release, Thailand Still Overvalued
Delta Thailand has underperformed Delta Taiwan but still remains overvalued. Taiwan's imminent earnings release could further highlight to the...
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Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
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Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally
The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....
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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,...
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