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Insights on Taiwan

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17 Jun 2024 07:05

TWSE Short Interest Weekly (Jun 14th): Hon Hai, Ctbc Financial, Realtek Semi, TSMC, Lite-On Tech

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Hon Hai, Ctbc Financial, Realtek Semi, TSMC,...

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17 Jun 2024 07:05

TWSE Foreign Holding Weekly (Jun 14th): Hon Hai, TSMC, Mediatek, Quanta Computer, Realtek Semi

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai, TSMC, Mediatek, Quanta Computer,...

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bullishKinik Company
17 Jun 2024 01:01

TechChain Insights: Q&A with TSMC Supplier Kinik; Diamond Capex Implies Industry Strength Visibility

​Q&A with Kinik reveals expansion of diamond disk capacity crucial for semiconductor production, indicating high visibility into future industry...

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bullishMediatek Inc
16 Jun 2024 20:45

MediaTek (2454.TT): 2Q24 Guidance Is Achievable; to Take Advantage of the AI PC Replacement Trend.

​MediaTek anticipates a 5% increase in 3Q24, developing new processors for Windows OS and planning to use TSMC 3nm technology in 1H25.

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16 Jun 2024 13:11

TSMC (2330.TT; TSM.US): CoWoS Demand Continues to Increase in 2024.

​TSMC's strong growth outlook for 2024, driven by increasing CoWoS demand and impressive stock price performance, suggests continued success ahead.

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