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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Taiwan Tech Weekly: Micron Forecasts This Week, Intel Conference, AMD CEO to Visit Taiwan Suppliers
Micron's outlook for next quarter's margin will be key, provides good color on future margin for key Taiwan names. AMD CEO to meet with many Taiwan...
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Taiwan Tech Weekly: Biden Says US Will Defend Taiwan, Texas Instruments Gives Hope
Also: Intel vs. TSMC/UMC Trade Monitor: We look at performance streaks for the pairs. Intel outperforming over the last trading sessions.
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