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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
•
02 Oct 2023 06:30
Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
Vincent Fernando, CFA
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459 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
25 Sep 2023 06:09
Taiwan Tech Weekly: Micron Results Ahead; Taiwan AI Plays Slump But Still Beat Nvidia Last 3 Months
Taiwan's market fell, with previous AI-rally beneficiaries continuing to be some of the top losers. Interestingly, Taiwan AI-names outperformed...
Vincent Fernando, CFA
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385 Views
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bullish
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Himax Technologies Inc Adr
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20 Sep 2023 05:46
Himax Vs. Novatek Long/Short: Management Meeting; Himax Historically Cheap
We have a Structural Long view for both stocks, however from an arb perspective see a Long Himax vs. Short Novatek trade opportunity given the...
Vincent Fernando, CFA
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489 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
14 Sep 2023 07:38
Taiwan Tech Weekly: Apple Accelerating to India; ARM IPO; Huawei Mediatek Market Risk; Intel AI PCs
ARM IPO prices at high end of range, is backed by TSMC, Apple, Nvidia, Samsung, Intel. Apple is likely accelerating plans to shift its supply chain...
Vincent Fernando, CFA
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332 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
15 Aug 2023 08:28
Taiwan Tech Weekly: Hon Hai AI Servers Taking Share, Asus Specifies When AI PCs Will Drive Market
Also -- According to media reports, Apple has bought all of TSMC's leading-edge 3nm capacity and may have exclusivity for this 3nm production...
Vincent Fernando, CFA
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300 Views
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