Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme Discount
TSMC and ASE's ADR premiums have both dropped sharply. It will be interesting to see if TSMC's premium will drop further to below 15%. ChipMOS's...
403 Views
Taiwan Tech Weekly: TSMC's 3nm Shortage & Upcoming Price Hikes; Samsung Unveils AI Catch-Up Plan
TSMC's 3nm capacity filled until 2026, strategic price hikes coming soon. Taiwan tech rallies alongside Nvidia, Apple, and ARM. Samsung unveils...
276 Views
TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.
TSMC's strong growth outlook for 2024, driven by increasing CoWoS demand and impressive stock price performance, suggests continued success ahead.
341 Views
Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again
Latest analysis for Taiwan ADR premiums including key levels to long or short the ADRs' premium or discount to their respective local Taiwan shares.
302 Views
Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers Feel the Love from Chip CEOs
Apple's new AI features at WDC lead to record high shares; major Computex exhibitors see share prices drop despite strong presence; chip companies...
363 Views