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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Taiwan Dual-Listings: Premiums Bounced... And Have Now Declined Again
TSMC -- Small premium currently, recent trading range appears unaffected by Buffett investment. ChipMOS -- Decent entry point now.
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Taiwan Dual-Listings: TSMC & UMC Nice Setup Opportunities, Chunghwa Rare Deep Discount
Chunghwa Telecom -- Rare opportunity here, trading at a steep discount compared to the tight historical range. TSMC and UMC also present decent...
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Taiwan Dual-Listings: TSMC Premium Reverts, Rare Hon Hai & UMC Discounts
Hon Hai's London-listed GDRs are trading at a historically rare discount. UMC ADRs are also at a rare discount relative to history.
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Semiconductor OSAT. Strong Q1 Results, Weak Q2, Cautious H2 2020 Outlook & Good News For ASE & JCET
First quarter combined revenues for the top ten Outsourced Semiconductor Assembly Test (OSAT) companies grew by 23.5% YoY to reach $5.9 billion....
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