GEM Weekly (14 Oct 2022): South Korean Repo, Chinese CPI; TSMC, Samsung Electronics, SK Hynix, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Intel Vs. TSMC/UMC Long/Short Monitor: Mgmt Call Takeaways, Calculating a Normalized Valuation
TSMC guidance was strong and gives hope for 1H23 industry improvement. We perform an analysis based on cycle-adjusting the company's margins and PE.
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Taiwan Tech Weekly: Our Summary of Sweeping New China Restrictions, TSMC Results This Week
U.S. issues broad new rules restricting technology sales to China, essentially removing China as a long-term demand driver for advanced products.
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Taiwan Tech Weekly: Trying to Recover After a Week of Deep Declines
AU Optronics stock suspended, Intel's Mobileye IPO is back, Samsung takes share from TSMC, Taiwan wafer exports are at an all-time high.
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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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