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Elan Microelectronics (2458 TT)
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70
Analysis
Information Technology
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Taiwan
Elan Microelectronics Corp. designs, manufactures, and markets integrated circuits (ICs). The Company's product lines include telecom line, consumer electronic line, microcontroller line, personal computer (PC) peripheral line, and memory line.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Oct 2023 06:30
Taiwan Tech Weekly: Watch for Intel, Microsoft, Mediatek, ASE, UMC Results; AI Names Top Losers
TSMC results last week provided positive color on the 2024E onwards outlook for the company as well as comments regarding a turn around for PC and...
Vincent Fernando, CFA
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439 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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20 Sep 2023 08:16
Taiwan Tech Weekly: Intel 'AI PC' Chips On Track to Drive 2024E PC Supply Chain
Many types of existing software that used to require expert users can become more valuable with AI capabilities; we believe tomorrow's AI PC killer...
Vincent Fernando, CFA
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419 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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14 Sep 2023 07:38
Taiwan Tech Weekly: Apple Accelerating to India; ARM IPO; Huawei Mediatek Market Risk; Intel AI PCs
ARM IPO prices at high end of range, is backed by TSMC, Apple, Nvidia, Samsung, Intel. Apple is likely accelerating plans to shift its supply chain...
Vincent Fernando, CFA
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328 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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07 Sep 2023 07:12
Taiwan Tech Weekly: TSMC to Decide on ARM This Week; Elan, Yageo, ChipMOS Flying; AI PC Wave Signals
Elan, Yageo, ChipMOS top gainers in Taiwan -- Three of our Longs have done well most recently on high volume and limited public developments.
Vincent Fernando, CFA
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425 Views
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bullish
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Taiwan Semiconductor (TSMC)
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10 Aug 2023 05:50
Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
Vincent Fernando, CFA
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302 Views
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