Tech Supply Chain Tracker (26-Apr-2024): Corporations must adapt to smarter AI.
Corporations face the challenge of adapting to smarter AI while preparing for the arrival of 6G technology, promising faster speeds and advanced...
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Mirror, Mirror On The Wall .... Show Me The True Value Of Faraday (3035 TT)
" We all know mirrors don't lie, I'm just grateful that they don't laugh..." Let's talk about Taiwan stock market first. Overview of the...
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Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
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Taiwan Semi/Tech 3Q Sales Takeaway as an Early Indicator for Global Tech Earnings
Summary Starting October 13, 2016, TSMC will be the first company to report 3Q16 results and provide 4Q16 guidance to kick off semi/tech earnings...
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Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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