Taiwan Tech Weekly: Earnings Insights Emerging for Memory, Mobiles, PCs, and Autos
Last week saw a wave of major tech companies report earnings with significance toward the semiconductor and technology space in Taiwan.
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Taiwan Tech Weekly: Our Summary of Sweeping New China Restrictions, TSMC Results This Week
U.S. issues broad new rules restricting technology sales to China, essentially removing China as a long-term demand driver for advanced products.
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Novatek (3034.TT): A Good Year Ahead, and Likely to Expand to SMIC for Wafer Foundry
In 1Q22, Novatek reported revenue, GM and OPM expected to NT$35.8~36.8bn, 48~51% and 34~37% respectively, which revenue was at -1.92~+0.82% QoQ. We...
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Asia Shorts: Kuaishou, EDU, Fuyao, Galaxy, KDDI, Sharp, HMC, HMM, SK Tel, Naver, Novatek, Yageo
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Asia Shorts: Meituan, JDH, Smoore, Ping An, Kirin, NTT, Toshiba, HMM, Doosan, LGD, Hanwha, Evergreen
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
213 Views