Taiwan Tech Weekly: Taiwan AI Top Losers; Dell to Provide PC/Server Color; Post-3Q Results Takeaways
Nanya and Yageo have been top gainers recently with Yageo achieving new 52-week highs; We rate the stocks as Outperform and Structural Long...
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Taiwan Tech Post-Earnings Takeaways: Semis Margins Underestimated? Hardware 2024E Forecasts Ramped
We analyze aggregate 3Q23 results data and analyst estimate changes for our entire Taiwan Tech universe. Changes for Hardware vs. Semiconductor...
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Semis Just Broke a Record. Why Did Nobody Notice?
August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
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Taiwan Dual Listings Monitor: Spreads Generally Trading in the Middle of Their Ranges
In this piece, we provide our long and short levels for each dual-listing spread. Spreads are generally near the middle of their historical ranges.
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TSMC (2330.TT; TSM.US): 2024 High Conviction for Upside >15% YoY
TSMC is expected to experience growth of ~15% YoY in 2024F. TSMC's N3 is expected to dominate the market in 2024F, with applications in CPU, GPU,...
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