Taiwan Dual-Listings Monitor: TSMC ADRs Outpace Local, Extreme Spread; ChipMOS Good Long Level
Stock prices for TSMC surged after its earnings report, with its ADR spread expanding. ASE's ADR spread increased as well. ChipMOS's ADR spread...
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TSMC Results Make Buy Story Even More Clear; Strong 2024E Guidance & Reiterates Multi-Year Growth
TSMC reported strong 4Q23 results and expects over 20% 2024E sales growth. The company expects to outperform the semiconductor industry by a wide...
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Taiwan Tech Weekly: TSMC Results; AI PC Market Site Visit; Alchip GDR Offering
TSMC's results tomorrow will attract increased attention following Taiwan's election. AI PCs appear in high demand in Taipei. Alchip Technologies'...
359 Views
Silergy (6415.TT): Nothing Fundamental Changed in Reality; Semiconductor Cycle Shall Be Bottomed Up.
The semiconductor cycle is expected to reach the bottom with seasonality evolving in 1Q24F, but a pickup is likely in 2Q24F. Changes in Silergy's...
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Alchip Technologies GDR Offering - Has Been Riding on an Unwavering Momentum over the past Year
Alchip Technologies (3661 TT) is looking to raise US$415m in its GDR offering. As per the firm, the proceeds from the GDR offering will be used to...
557 Views