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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)
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31 Jul 2023 18:31
Taiwan Tech Weekly: Wave of Taiwan Earnings Plus AMD & Apple; AI Accelerating DRAM & PC Recovery
Wave of Taiwan earnings this week with Delta, Advantech, Innolux, Winbond, Realtek, Elan, ChipMOS plus others in Taiwan. Also -- We visited...
Vincent Fernando, CFA
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298 Views
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bullish
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Chipmos Technologies
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19 Jul 2023 13:34
ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
Vincent Fernando, CFA
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423 Views
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bullish
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Nanya Technology
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13 Jul 2023 11:03
Memory Monitor: Nanya Management Provides More Color on DRAM Cycle Bottom; Elan a Long W/ More Edge
While Nanya's comments indicated a more delayed recovery for Memory than Micron's recent guidance, overall the industry for Micron, SK Hynix, and...
Vincent Fernando, CFA
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404 Views
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bullish
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Nanya Technology
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29 Jun 2023 08:11
Memory Monitor: Micron Signals Trough Is Past -- Long Nanya Rebound & Elan Micro a Less Obvious Play
Given Nanya Tech recently rallied ahead of Micron, then reverted back most of the gains, we see at least a10% short-term Long trade for Nanya...
Vincent Fernando, CFA
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489 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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03 May 2023 03:40
Taiwan Tech Weekly: Another Major Earnings Week; Hon Hai Deal Exit? AMD Transfers Orders to Samsung
Hon Hai could terminate its investment deal in U.S.-based Lordstown Motors as per an exchange notice posted by Lordstown.
Vincent Fernando, CFA
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264 Views
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