Taiwan Dual-Listings Monitor: TSMC Premium Rangebound; UMC Hits Upper End of Range
ASE and ChipMOS premiums have bounced from the lower end of their trading ranges and could have further room to go higher. TSMC has remained...
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TechChain Insights: Call with TSMC Partner Global Unichip; Potential to Outpace TSMC Revenue Growth?
GUC, a key provider of semiconductor design services, is a second-derivative play on TSMC's growth with potential to surprise the market and catch...
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Tech Supply Chain Tracker (29-Jun-2024): Notebook shipment update May 2024
May 2024 notebook shipment update, Tesla's production issues benefit South Korean battery makers, AI technology in e-bikes, Axelera AI secures $68M...
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Tech Supply Chain Tracker (28-Jun-2024): Humanoid robot develpment status.
Robot development advances with AI, mobility, and interaction improvements; China cloud spending to surge; Polish photonics foundation solidified;...
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ECM Weekly (24th June 2024)-Webtoon, Guzman, Black Ses, Johor Plant, Bajaj Housing, Infratil, Mizuho
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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