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bullish
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Taiwan Semiconductor (TSMC)
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26 Jul 2024 14:00
Taiwan Semiconductor (TSMC): How Will They Deal With The Strained Production Capacity & Geopolitical Risks & Regulatory Pressures? - Major Drivers
Taiwan Semiconductor Manufacturing Company's (TSMC) second quarter 2024 results reveal a mixed picture of advances and challenges. The revenue for...
Baptista Research
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134 Views
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bullish
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ASE Technology Holding
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25 Jul 2024 17:34
ASEH (3017.TT; ASX.US): Selective Products Have Hit Bottom While General Products Lag Behind.
Selective products have hit bottom while general products lag behind, with EMS and IC-ATM sales expected to grow in 3Q24, driven by strong AI demand.
Patrick Liao
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170 Views
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bullish
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Acer Inc
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24 Jul 2024 05:01
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Syndicated
Tech Supply Chain Tracker (24-Jul-2024): Biden out, Harris leads amid AI, semiconductor debates.
Kamala Harris takes charge as Biden steps down, discussions on AI regulations and semiconductor debates continue, iVP Semi targets domestic market,...
Tech Supply Chain Tracker
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229 Views
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bullish
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Silicon Motion Technology
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23 Jul 2024 03:17
TechChain Insights: Call with Silicon Motion; QLC NAND Emerging as Key Enabler for AI Devices
Silicon Motion is leading the way in leveraging QLC NAND flash memory for AI applications, with a strong position for growth in the market.
Vincent Fernando, CFA
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214 Views
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bearish
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Nuvoton Technology
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22 Jul 2024 18:36
Quiddity TDIV Sep 24 Flow Expectations: One Deletion Possible; US$289mn One-Way Capping Flows
Nuvoton (4919 TT)'s potential T100 deletion could also lead to a TDIV deletion. There could be six days of volume to sell in Nuvoton but the...
Janaghan Jeyakumar, CFA
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227 Views
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