Taiwan Dual-Listings Monitor: TSMC, ASE Spreads Bounce Back to Historically Extreme Highs
ADR spreads for TSMC and ASE have bounced back to historically high levels, opening potential shorting opportunities. CHT bounced back from...
453 Views
GEMWeekly (5 Apr 2024): China, South Korea Macro; Xiaomi, TSMC, NIO, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
360 Views
Intel's New Segment Reporting. Transparency Or Obfuscation?
Intel's newly minted Foundry P&L racked up losses of ~$17 billion over the past three years.It's not expected to hit breakeven until '27/'28. Share...
502 Views
TSMC (2330.TT; TSM.US): 2Q24F Preview; TSMC Is Anticipated to Receive ~US$5Bn from the US Chip Act.
TSMC's Q2 2024 outlook to increase by 5%, Intel to adopt TSMC N3B technology, and both companies to receive financial assistance through US Chips...
491 Views
Vanguard (5347.TT): A Consensus View to Build a New 12" Fab in Singapore.
Vanguard's utilization rate is low in 1Q24F but expected to rise in 2Q24, potential new Fab in Singapore and acquisition of TSMC's business point...
411 Views