Taiwan Dual-Listings Monitor: TSMC Local Short Interest Approaching Highs; ASE Close to Parity
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
374 Views
Himax Advances Optical Chip Solutions for NVIDIA and TSMC; But Fog Lingers Over China Auto Recovery
​Himax's automotive display IC market position remains extremely stromg; however cautious on China near-term; Successfully advancing in CPO and AR...
752 Views
SMIC (981.HK): 2Q25 Guidance Shows A -5% in Revenue. Could This Reflect the Impact of US Tariffs?
​SMIC's 1Q25 results met expectations, with cautious 2Q25 guidance. Americas contribute 12.6% to revenue, while China and Eurasia dominate. SMIC...
499 Views
Taiwan Tech Weekly: TSMC's Next Gen Node Unprecedented Demand; QCOM/Mediatek Chips' Peformance Leaks
​TSMC's 2nm node sees high demand, Qualcomm and Mediatek compete using TSMC's technology, Amazon and Google maintain or increase hyperscale capex.
502 Views
Vanguard (5347.TT): 2Q25 Outlooks Largely in Line; Exchange Rates and Tariffs Remain Uncertain…
​2Q25 outlook: Wafer shipments to grow, ASP to increase, gross margin projected; PMIC to see significant growth, dividend policy maintained at...
392 Views