TWSE Short Interest Weekly (Mar 8th): TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com
We analyzed TWSE short interest report for the past week and highlighted short interest changes in TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung...
840 Views
TSMC (2330.TT; TSM.US): Sales Should Be Gradually Increasing QoQ in 2024F; IPhone 16 Is on Schedule.
TSMC is expanding CoWoS to increase production by 32k wafers/month in 2024E, with Apple iPhone 16 contributing to sales in 2H24. Semiconductor...
670 Views
Global Semi Sales Decline 2.3% MoM In January
The first MoM drop in semi sales since Feb 23, but it's a seasonal thing & YoY comps continue to improve.Forecasting 10% YoY growth in 2024 & $1...
370 Views
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
1.3k Views
TWSE Foreign Holding Weekly (Mar 1st): TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Wiwynn, Mediatek, Asia Vital, Alchip Tech,...
420 Views