UMC (2303.TT; UMC.US): The Revenue Can Be Downward a Bit in 4Q23F.
The upcoming demand is expected to drop in 4Q23, with the most significant decline in 40nm and 8" demand. We expect the market to reach its lowest...
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Taiwan Dual Listings Monitor: TSMC Spread In Clear Downtrend; UMC & ASE Corporate Days Could Support
UMC & ASE joined corporate days today, which could be supportive of their premiums in the near-term. We provide our view on spread ranges for Long...
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TWSE Short Interest Weekly (Sep 15th): Wiwynn, Alchip Tech, Realtek Semi
We analyzed TWSE short interest report for the past week and highlight short interest changes in Wiwynn, Alchip Tech, Realtek Semi.
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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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