Taiwan Tech Weekly: Latest Key Results Add More Expectations for a 2H23E Turnaround
Forward expectations are generally for a worse 1Q23E ahead followed by the beginning of a recovery in 2Q23E. Is this becoming simply the consensus...
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Taiwan Tech Weekly: Balloon Incident Could Worsen China Restrictions & Key Earnings Readthroughs
Up to 45nm chips may now hobbled by Japan & Netherlands joining U.S. with restrictions. Mediatek sees signs of slight smartphone stablization; key...
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2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
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Weekly Stock Bullfinder - Week of 11/14
This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week...
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Taiwan Tech Weekly: Hon Hai U.S. Listco EV Deal, Germany Likely to Block China Co's Factory Purchase
Hon Hai-Lordstown deal represents favorable terms for Hon Hai in our view, given the conversion price of preferred shares involved in the deal.
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