No Signs of a Chip Recovery
Has the chip downturn ended? No. Is there any sign that it's going to end soon? Again, no. This Insight provides concrete data points to...
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TSMC March Revenue Falls 10.9% MoM
Q1 2023 revenue of ~US$16.7 billion was at the bottom end of the guided range. Despite the inauspicious start, Q1 revenue still represents...
340 Views
Taiwan Tech Weekly: Samsung Finally Announces Chip Production Cuts; Hon Hai's New EV Factory
Samsung reversed its production capacity strategy after suffering losses. Also, Japan's semiconductor manufacturing equipment export restrictions...
353 Views
Taiwan Tech Weekly: Market Re-Opens After Long Holiday; U.S.-China Chip War Heats Up Further
Hon Hai reports start of production for electric tractors in the U.S., and separately its founder is seeking the support of Taiwan's KMT party to...
546 Views
Taiwan Dual-Listings: Deep Discounts Open Up in Two Names After Multi-Day Taiwan Holiday
UMC ADR's are trading at a rare relatively deep discount and represent an opportunity. ChipMOS ADRs also at a deep discount.
474 Views