Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
Gold Circuit Electronics (2368 TT)
Watchlist
27
Analysis
Information Technology
•
Taiwan
Gold Circuit Electronics Ltd. manufactures and markets double-sided and multi-layer printed circuit boards.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bearish
•
Taiwan Semiconductor (TSMC) - ADR
•
18 Oct 2023 09:46
U.S. Expands China Chip Restrictions: Taiwan AI Names Most at Risk of Pullback
Intel and AMD chips likely also impacted, as well as equipment from ASML, Lam, Applied Materials, Tokyo Electron and others. Rather than sell...
Vincent Fernando, CFA
Follow
454 Views
Share
bullish
•
NVIDIA Corp
•
30 Sep 2023 21:40
Taiwan AI Supply Chain Names: Four AI Plays to Short as Hedge Vs. An Nvidia Long
Taiwan's AI supply chain names have fallen over the last month, yet many have still outperformed Nvidia by a wide margin over the last six months.
Vincent Fernando, CFA
Follow
600 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
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
Follow
1k Views
Share
bullish
•
Taiwan Semiconductor (TSMC)
•
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
Follow
508 Views
Share
bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
23 Apr 2024 02:07
Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
Vincent Fernando, CFA
Follow
403 Views
Share
Previous
1
2
3
4
5
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.33.11
x