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Himax Technologies Inc Adr (HIMX US)
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49
Analysis
Information Technology
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Taiwan
Himax Technologies, Inc. designs and manufactures integrated circuits. The Company produces liquid crystal displays (LCD).
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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30 Nov 2023 07:02
Taiwan Tech Weekly: Taiwan AI Top Losers; Dell to Provide PC/Server Color; Post-3Q Results Takeaways
Nanya and Yageo have been top gainers recently with Yageo achieving new 52-week highs; We rate the stocks as Outperform and Structural Long...
Vincent Fernando, CFA
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311 Views
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bullish
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Taiwan Semiconductor (TSMC)
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15 Nov 2023 06:33
Taiwan Tech Weekly: AI Names Rally But Nvidia Long/Short Still Working; Hon Hai & Asustek Take-Aways
Also how Asustek plans to take the lead globally in AI PCs; Gaming PCs will be the first key battleground. MSI could be an interesting play on...
Vincent Fernando, CFA
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370 Views
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bullish
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Taiwan Semiconductor (TSMC)
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07 Nov 2023 06:30
Taiwan Tech Weekly: Positive Signs for Memory, PC, Smartphones; Key Autos & Display Color This Week
Last week global heavyweights AMD, Samsung, and Qualcomm delivered good news, including for the Memory, PC, and Smartphone industries. Taiwan...
Vincent Fernando, CFA
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442 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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20 Oct 2023 09:24
TSMC Results Highlight PC, Smartphone, Auto Turn-Arounds; Undemanding Valuation Can Drive 40% Upside
TSMC maintained its expectation of a 15-20% earnings CAGR through 2026E. It also reiterated its view that it can maintain its gross margin near all...
Vincent Fernando, CFA
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709 Views
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bullish
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Taiwan Semiconductor (TSMC)
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09 Oct 2023 06:30
Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
Vincent Fernando, CFA
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330 Views
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