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13 Apr 2024 16:42

Nanya. Tailwinds Mount Albeit Profits Still Elude

Q124 revenue NT$ 9.5 billion, +9.2% QoQ & +47.9% YoY. Larger peers focus on HBM, structural reduction in capacity & shortages caused by Taiwan...

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bullishFIT Hon Teng
13 Apr 2024 04:54Broker

FIT Hon Teng (6088 HK) - Recent Sell-Off Looks Overdone

We hosted a NDR call with FIT Hon Teng (FIT)’s mgmt. yesterday (11 Apr). Share price has been weak recently, partly due to investor concerns on...

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10 Apr 2024 13:37

TSMC Snags US CHIPS Act Funding & Ups The Ante On Intel

TSMC gets $6.6 billion US CHIPS Act funding & will build a third fab in Arizona, scheduled to open in 2030. They also reminded us of their world...

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09 Apr 2024 18:22

Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush Orders

​TSMC receives $6.6bn from US CHIPS Act; also plans for 2nd Japanese fab; Nanya's results to shed light on DRAM post-earthquake; UMC sees rush...

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09 Apr 2024 15:55

WT Micro Placement - Another Well-Flagged Taiwan GDR Offering, This One Is Easier to Digest

WT Microelectronics (3036 TT) is looking to raise US$341m in its GDR offering. The proceeds will be used to purchase raw materials overseas.

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