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Independent Investment Research
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
09 May 2024 04:56
Taiwan Dual-Listings: TSMC Spread Slumps Then Fully Rebounds; Shorts Spiking Ahead of IMOS Results
Potential trades to consider in TSMC and CHT. Notable surge in short interest right ahead of IMOS earnings today; with the shorts be proven right?
Vincent Fernando, CFA
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293 Views
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bearish
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Novatek Microelectronics Corp
•
08 May 2024 07:55
Novatek Seeing Soft Consumer Electronics Demand; Muted Forward Guidance; Shares Appear at Risk
Novatek's cautious outlook for future demand and all-time high share price may lead to near-term selling pressure. Limited potential for near-term...
Vincent Fernando, CFA
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168 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
08 May 2024 01:40
Taiwan Tech Weekly: Hon Hai New All-Time Highs; Asustek Soars; Leading Chip Testing Firm Exits China
Taiwan tech gains alongside global tech, with Hon Hai and Asustek leading. MSFT's next CoPilot expected to drive AI PC upgrades. ASMedia GDR shows...
Vincent Fernando, CFA
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199 Views
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bullish
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Silicon Motion Technology
•
07 May 2024 15:38
Silicon Motion: Leader in Powerful Niche for Edge AI Memory; Plus Key Wins for Data Center Solution
SIMO increased 2024E guidance citing rising ASPs and demand for memory controller products in edge AI applications. Remains well below past...
Vincent Fernando, CFA
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212 Views
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bullish
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Mediatek Inc
•
02 May 2024 22:04
Key Insights from Qualcomm's Latest Data; Mediatek Taking Market Share?
We deep dive into Qualcomm's latest results and the key take-aways relative to Mediatek. Overall, we find the latest QCOM results as positive for...
Vincent Fernando, CFA
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283 Views
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