Tech Supply Chain Tracker (19-Dec-2024): XPeng, Nio drop Nvidia Thor chip due to delays.
XPeng and Nio switch from Nvidia Thor chip, Wistron to open new plant in Vietnam, MSI introduces Indian-made notebooks, Honda and Nissan mull...
285 Views
Kioxia IPO Trading - Decent Demand for Decent Upside
Kioxia Holdings (285A JP) raised around US$800m (including over-allocation) in its Japan IPO, after pricing its IPO in the middle of its range. In...
693 Views
TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.
TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.
679 Views
KRX Foreign Holding Weekly (Dec 13th): Naver, Samsung Electronics, KB Financial
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Naver, Samsung Electronics, KB Financial.
394 Views
Taiwan Tech Weekly: Apple’s TSMC 2nm Power Move Beats Samsung; Himax Ascends with TSMC/Nvidia Halos
Apple secures competitive edge with TSMC's 2nm tech. Why advanced packaging is the key competitive capability for tomorrow's chips; Himax is...
598 Views