Taiwan Dual-Listings: TSMC Normalizes; UMC, ChipMOS Compelling Discounts
TSMC has normalized; and reports are that it may launch a Singapore-based 12-inch semiconductor fab. Chunghwa swings back from extreme discount.
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CX Daily: China Local Governments’ Fiscal Stress May Roll Over to 2023, Think Tank Warns
Fiscal /: China local governments’ fiscal stress may roll over to 2023, think tank warns Containers /: How a global shortage turned into a shipping...
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Taiwan Tech Weekly: U.S. Pushing South Korea China Restrictions, Nanya Says Memory Bottom in 1Q23E
Firms are also significantly expanding semiconductor capacity in Singapore, with the latest being Applied Materials and French firm Soitec.
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Hon Hai Precision: Nvidia Chip Partnership Shows Emerging EV Advantage, Apple Issues Improving; Buy
Latest Nvidia and Apple developments are positive signals for Hon Hai, we continue to view Hon Hai as a Structural Long and also outline a...
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EQD | TSMC (TSM US): Revisiting the Call Ratio and Vol Pair Trade with AAPL US
We revisit some trade ideas from November 2022 in TSM US following the news that Berkshire Hathaway have sold down the majority of their stake.
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