Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
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Will Taiwan Quake Trigger a Shortage?
Taiwan's April 3 earthquake should negatively impact semiconductor production to create a shortage that is likely to increase chip makers'...
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Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
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Nanya Tech: Another Example of Capex Reduction, Major Share Price Divergence
Announced major reduction in capex is good news as the company is holding back volume expansion and focusing on higher value output.
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Taiwan Tech: Who's Ahead of the Inventory Cycle?
We look at where Taiwan tech sits in the cycle and which companies appear better or worse placed to weather the coming inventory correction.
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