Earnings: MCHP and IFX, SIMO Rumors, SMCI, POWI, GFS, COHR, WOLF, AMAT, CSCO
Analog inventory, Coherent's ghost guide, and whipsaw China read through. Infineon’s big news is that they, too, will be building one of the...
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Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
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Taiwan Tech Weekly: TSMC Results Today; ASML Beats & Raises; AMD in Taiwan Sparking Rallies
TSMC will report its 2Q23 results today in the afternoon Taiwan time. Look for key readthroughs from the company in terms of robustness of the AI...
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Taiwan Tech Weekly: US Restrictions on Tech Sales to China to Expand
Also more signs of shift as Tata is preparing a JV with Wistron to produce iPhones and Taiwanese companies look to Southeast Asia and the USA.
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SuperMicro China Hack. Bloomberg's Got It Wrong!
On October 4'th last week, Bloomberg published an article alleging that server motherboards manufactured in China by US-headquartered Super Micro...
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