EP 131: NVIDIA/AMD Export Tax Unconstitutional? AMAT Earnings, Another Week for Intel!
An analyst discusses the potential impact of licensing and taxes on AMD and Nvidia in China, expressing concerns about legality and the need for a...
547 Views
Krungthai XSpring Zoom Eng. August 18, 2025
The SET Index today is expected to rebound within a limited range, with the resistance at 1,270/1,280 points and the support at 1,252/1,239 points...
193 Views
TSMC’s Outlook After Trump’s 300% Semiconductor Tariff Bombshell
​Despite being immune from Trump's upcoming 300% import tariffs on semiconductors, TSMC is overbought, according to our model. We expect the stock...
790 Views
Taiwan Tech Weekly: Foxconn US$1bn USA Robotics Push; Samsung Doubles Down on US Fabs; Intel Crisis
​Foxconn and Samsung make significant investments in U.S. robotics and chip packaging technology, while Intel faces leadership challenges. TSMC and...
528 Views
SICC A/H Listing - PHIP Updates and Thoughts on A/H Premium
SICC (688234 CH), a manufacturer of high-quality SiC substrates, aims to raise up to US$250m in its H-share listing. In this note, we talk about...
396 Views