GEM Weekly (9 Sep 2022): China Macro Activity Data; Tencent, NetEase, TSMC, Tencent Music
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
282 Views
Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
446 Views
Taiwan Dual-Listings – TSMC Premium Almost Wiped Out, UMC & ChipMOS ADRs Trading at Discounts
Taiwan ADR premiums vs. their local shares have generally decreased across the board. TSMC's past high premium is interestingly linked to the top...
289 Views
Intel Vs. TSMC/UMC Long/Short Monitor: Upcoming Intel Conference Catalyst
Newsflow thus could be in Intel's favor through the end of the month with the potential for major product announcements September 27th and 28th....
247 Views
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.
268 Views