Taiwan Tech Weekly: Earnings Insights Emerging for Memory, Mobiles, PCs, and Autos
Last week saw a wave of major tech companies report earnings with significance toward the semiconductor and technology space in Taiwan.
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Intel Vs. TSMC/UMC Long/Short Monitor: Intel Results Drive Share Spike, Still Can Re-Rate
Intel has outperformed TSMC and UMC since our pre-Intel Innovation Conference catalyst piece. Intel could still re-rate further relative to the...
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TWSE Short Interest Weekly (Oct 28th): Mediatek, Global Unichip, Alchip, Wiwynn Corp
We analyzed TWSE short interest report for the past week and highlight short interest changes in Mediatek, Global Unichip, Alchip, Wiwynn Corp.
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Taiwan Tech Weekly: ASML & Lam Provide Industry Optimism, Wave of Earnings This Week
Earnings season is now in full swing with a wave of results to be released this week for both the global industry and within Taiwan.
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Taiwan Dual-Listings: TSMC Premium Near-Term High, ASE Spikes, UMC High as Well
Taiwan ADR premiums have generally risen across the board recently. TSMC's premium is high if one looks at the most recent trading range.
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