Taiwan Tech Weekly: Watch for Intel, Microsoft, Mediatek, ASE, UMC Results; AI Names Top Losers
TSMC results last week provided positive color on the 2024E onwards outlook for the company as well as comments regarding a turn around for PC and...
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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.
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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...
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SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
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Taiwan Tech Weekly: Japan Semi Restrictions Take Effect; Apple IPhone Volumes; Hon Hai Acquisition
Japan's semiconductor technology export restrictions took effect on Sunday and are unlikely to ease for China any time soon.
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