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Global Unichip (3443 TT)
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89
Analysis
Information Technology
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Taiwan
Global Unichip Corporation designs and produces a wide variety of silicon chips.
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bullish
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Taiwan Semiconductor (TSMC)
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18 Mar 2024 02:14
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,...
Vincent Fernando, CFA
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423 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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31 Jan 2024 05:00
Taiwan Tech Weekly: Semiconductors Surging in Southeast Asia; UMC & Mediatek Results Today
Key Taiwan results ahead include Mediatek, UMC, Realtek, Novatek, and Himax. Taiwan AI names have been flying lately while Novatek and Himax have...
Vincent Fernando, CFA
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321 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Aug 2023 23:10
Taiwan Tech Weekly: New Huawei Phone Works Around U.S. Restrictions?; Taiwan AI Stocks Surging Again
Dell will report earnings -- Look for PC upgrade cycle color and AI PC comments. SEMICON Taiwan is coming soon, we will attend.
Vincent Fernando, CFA
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371 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Aug 2023 12:26
Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
Vincent Fernando, CFA
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1k Views
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bullish
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Taiwan Semiconductor (TSMC)
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24 Mar 2023 07:15
Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
Vincent Fernando, CFA
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506 Views
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