TSMC (2330.TT): A Bit Higher Rebound in 4Q23F
We foresee a potentially higher rebound in the near future, resulting in higher growth rate in 2023F for TSMC. The GM is expected to decrease by 2...
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ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
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SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
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TWSE Short Interest Weekly (Sep 8th): Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek
We analyzed TWSE short interest report for the past week and highlight short interest changes in Realtek Semi, Faraday Tech, Auo, Asustek Computer,...
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ARM Holdings IPO - Thoughts on Valuation - Still Very Demanding
Softbank Group (9984 JP) aims to raisebetween US$4.5-4.9bn via selling some of its stake in ARM Holdings' US IPO. In this note, we provide our...
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