Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
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TSMC (2330.TT): The Advanced Technology Nodes Are Looking at Upside in 2024F
TSMC will have full capacity utilization of 3nm and 5nm technology nodes from 1Q24F. For 3nm technology, the EUV mask layer will be reduced. iPhone...
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Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
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Taiwan Dual Listings Monitor: TSMC & UMC Trading Ranges Working; Short ASE Spread at Latest Level
There has been a general bounce in ADR premiums recently. If they go a bit higher then one can consider shorting TSMC and UMC premiums; we provide...
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Tech Supply Chain Tracker (17-Jul-2024): GlobalWafers gets $400M CHIPS Act funding.
GlobalWafers secures $400M from CHIPS Act, Samsung targets wearable sales, ASML sees high demand, Acer eyes India market, Qualcomm/Microsoft...
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