Taiwan Tech Weekly: Rebounds of Sold-Down Stocks, Manufacturing Diversifying Away from China
Earnings season has shown mostly earnings beats, however, semiconductor outlook mostly downgraded. More signs of manufacturing diversifying sway...
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SMIC (0981.HK): Raising CapEx to $5bn in 2022. Exciting News, or Fierce Competition Ahead?
SMIC plans to expand capacity in Shenzhen, Tianjin and Beijing in 2022 because the unprecedently foundry demands. The Capex plan is ~US$5bn in...
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Mirror, Mirror On The Wall .... Show Me The True Value Of Faraday (3035 TT)
" We all know mirrors don't lie, I'm just grateful that they don't laugh..." Let's talk about Taiwan stock market first. Overview of the...
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