Primer: Phison Electronics (8299 TT) - Aug 2026
Phison is strategically pivoting to high-margin enterprise and AI-related storage solutions, capitalizing on the explosive growth in data center...
113 Views
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
1.3k Views
Global Index: Potential Changes in August for Asia Pac
The global index changes were announced using D1 as the cutoff. 99% hit rate across Asia Pacific, so no surprises. Big price changes in the stocks...
349 Views
TIP Customized Taiwan Select High Div Index Rebalance Preview: 32% T/O; US$2.75bn Trade; HUGE Impact
We forecast 8 changes a side in December. Estimated one-way turnover is 15.8% with a round-trip trade of US$2.75bn. The impact on the forecast...
962 Views
Memory Monitor: Micron Results Show Clear Signs of Memory Market Upswing; DRAM Growth Upgraded
Micron's latest results show improved margins and growth forecasts, signaling positive news for Memory industry shares.
689 Views