Points from Taiwan Semi/Tech 2Q Sales
Starting July 14, 2016, TSMC will first report 2Q16 results and provide 3Q16 guidance to kick off semi/tech earnings season. Our report takeaways...
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TSMC: Arm's Foundry Exclusivity Reinforces Advanced Node Dominance & Margins Stronger for Longer
Arm's AGI CPU strengthens TSMC's hold on advanced-node manufacturing, with potential for higher margins and EPS upside. Accumulate on weakness for...
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Taiwan Dual-Listings Monitor: TSMC Premium Compresses; ASE and UMC Flip to Discount
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
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Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
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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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