Taiwan Tech Weekly: TSMC & ASML Results This Week; Taiwan AI Plays Top Losers
SK Hynix is reportedly working closely with Mediatek to integrate some of its most advanced memory in Mediatek's flagship Dimensity chips. Mediatek...
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Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
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TSMC (2330.TT): The Advanced Technology Nodes Are Looking at Upside in 2024F
TSMC will have full capacity utilization of 3nm and 5nm technology nodes from 1Q24F. For 3nm technology, the EUV mask layer will be reduced. iPhone...
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Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
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Taiwan Dual Listings Monitor: TSMC & UMC Trading Ranges Working; Short ASE Spread at Latest Level
There has been a general bounce in ADR premiums recently. If they go a bit higher then one can consider shorting TSMC and UMC premiums; we provide...
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