Taiwan Tech Weekly: Our Summary of Sweeping New China Restrictions, TSMC Results This Week
U.S. issues broad new rules restricting technology sales to China, essentially removing China as a long-term demand driver for advanced products.
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Taiwan Tech Weekly: Trying to Recover After a Week of Deep Declines
AU Optronics stock suspended, Intel's Mobileye IPO is back, Samsung takes share from TSMC, Taiwan wafer exports are at an all-time high.
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Intel Vs. TSMC/UMC Long/Short Monitor: Post Conference Take Aways, Intel Performance Reverts
Separate reports are that Apple is cutting back iPhone 14 production volumes, negatively impacting TSMC and the Apple supply chain.
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Taiwan Dual-Listings - TSMC Premium Rebounds While UMC, ChipMOS Discounts Disappear
Premiums have rebounded across most of the Taiwan ADRs except for Chunghwa Telecom (CHT). US vs. Taiwan domestic investors' relative sentiment...
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Socionext IPO - Ample Upside Even After Discount
Socionext (6526 JP) is looking to raise up to US$463m in its Japan IPO. In this note, we will look at the updated deal dynamics, our earlier...
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