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Winbond Electronics (2344 TT)
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92
Analysis
Information Technology
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Taiwan
Winbond Electronics Corporation designs, manufactures, and sells integrated circuits (IC) and related products. The Company sells its products in Taiwan, the United States, and Hong Kong.
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bullish
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Taiwan Semiconductor (TSMC)
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09 Oct 2023 06:30
Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
Vincent Fernando, CFA
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333 Views
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bullish
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Thematic (Sector/Industry)
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14 Sep 2023 05:49
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...
Jim Handy
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324 Views
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bullish
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Taiwan Semiconductor (TSMC)
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31 Jul 2023 18:31
Taiwan Tech Weekly: Wave of Taiwan Earnings Plus AMD & Apple; AI Accelerating DRAM & PC Recovery
Wave of Taiwan earnings this week with Delta, Advantech, Innolux, Winbond, Realtek, Elan, ChipMOS plus others in Taiwan. Also -- We visited...
Vincent Fernando, CFA
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308 Views
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bullish
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Chipmos Technologies
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19 Jul 2023 13:34
ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
Vincent Fernando, CFA
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441 Views
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bullish
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Thematic (Sector/Industry)
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22 Jun 2023 08:18
Encouraging Signs in Recent Semi Stats
The chip market is giving signs of a recovery which will see rising revenues but should remain unprofitable for commodity players until mid-2024. ...
Jim Handy
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375 Views
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