Taiwan Tech Weekly: Wave of Earnings Imminent; New TSMC Price Hike; Mediatek Winner of QCOM/ARM Spat
TSMC to raise prices even higher, MediaTek to benefit from ARM and Qualcomm dispute, former Intel directors suggest splitting Intel for survival.
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Tech News This Week: TSMC, NVIDIA, Samsung, Legacy Semi, China Semi
Nvidia's Blackwell GPU problems were Nvidia's doing, not TSMC. Samsung loses customer to TSMC at 3nm. Legacy Foundry face overcapacity, pricing...
437 Views
Horizon Robotics IPO Trading - More than 55% of the Deal Taken up by Existing Shareholders
Horizon Robotics (9660 HK) raised around US$800m, including over-allocation, in its Hong Kong IPO. In this note, we talk about the trading dynamics.
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KRX Short Interest Weekly (Oct 18th): Samsung Electronics, Sk Hynix, KB Financial, Shinhan Group
We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung Electronics, Sk Hynix, KB Financial,...
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Tech Supply Chain Tracker (22-Oct-2024): Southern Taiwan Science Park output value hits record high in 2024.
Taiwan faces green energy dilemma as businesses struggle with waste surplus, seeking international solutions to meet energy demands and reduce...
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