Taiwan Tech Weekly: Dell Outperforms Taiwan PC Names; TSMC Results Coming After Taiwan Election
Taiwan PC names have gone from being top winners to top losers, while Nanya Tech underperformed compared to Micron and SK Hynix. Could Microsoft...
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Taiwan Dual-Listings Monitor: TSMC Contraction Continues; ASE & Chunghwa at Historically Rare Levels
TSMC's premium contraction continues. ASE's premium has fallen substantially and offers potential for going long. CHT is at a rare discount,...
455 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
207 Views
Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
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From Nvidia Results to See Supply Chain Stories?
From Nvidia Results to See Supply Chain Stories? Post 35% price gain in a quarter, many good news already factored into the share price. We...
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