Taiwan Tech Weekly: Strong TSMC & ASML Data Fails to Rally the Semiconductor Sector
372 Views21 Jul 2024 20:28
Taiwan stocks dropped last week as potential new US tech restrictions for China loom, despite strong TSMC and ASML results. Apple ramping up production at TSMC.
What is covered in the Full Insight:
- Taiwan Stocks Reaction to U.S. Policy News
- TSMC and ASML Results Analysis
- Potential U.S. Tech Restrictions on China
- Semiconductor Industry Outlook
- Upcoming Earnings Reports
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Taiwan Dual-Listings Monitor: TSMC and ASE Premiums Break Down Again; ASE Spread Near 1-Year Lows04 Aug 2024
- Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings28 Jul 2024
- Taiwan Dual-Listings Monitor: TSMC and ASE Premium Trading Range Blow-Outs During Recent Sell-Off28 Jul 2024
- ASML Readthrough: Are There Signs of an Industry Slow Down?21 Jul 2024
- MediaTek (2454.TT): 3Q24 Might Grow Slightly QoQ, While AI PCs Could Be Delivered in 2H25.18 Jul 2024
- We See TSMC's Margins Increasing Much Higher Than Guidance in Long-Term; 2Q24 Shows Apple Ramping Up18 Jul 2024
x