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Unimicron Technology (3037 TT)
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127
Analysis
Information Technology
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Taiwan
Unimicron Technology Corp. manufactures and markets double-sided and multi-layer printed circuit boards. The Company also provides integrated circuits (IC) burning and testing services.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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25 Mar 2024 12:20
Taiwan Tech Weekly: Key Taiwan Server Names Soar; Raising TSMC Growth Target; Memory Rally
The market was generally positive after Nvidia's GTC conference last week with key Taiwan server and other AI-linked names rising substantially....
Vincent Fernando, CFA
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336 Views
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bearish
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Thematic (Sector/Industry)
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27 Jan 2024 09:34
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
Andrew Lu
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962 Views
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bullish
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Thematic (Sector/Industry)
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23 Jan 2024 14:24
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions. Intel might ramp up its 20A/18A ahead of TSMC 2nm...
Andrew Lu
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478 Views
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bullish
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NVIDIA Corp
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30 Oct 2023 18:55
BOM Cost and CoWoS Demand Analysis on Nvidia AI GPU HGX for 2023-2025, Room to Raise Estimates
After conducting our in depth bill of materials and CoWoS demand analysis on Nvidia H100 AI GPU HGX for 2023-2025, we conclude Bloomberg estimates...
Andrew Lu
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2.4k Views
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bullish
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Quantitative Analysis
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17 Jun 2024 07:05
TWSE Foreign Holding Weekly (Jun 14th): Hon Hai, TSMC, Mediatek, Quanta Computer, Realtek Semi
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai, TSMC, Mediatek, Quanta Computer,...
Ke Yan, CFA, FRM
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87 Views
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