Taiwan Semi Monthly Tracker Red Flags Double MoM In September 2024
Seven Taiwan semi companies from our list of sixteen are now showing negative YoY monthly growth as of September 2024, up from just three a month...
692 Views
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...
256 Views
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.
467 Views
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....
623 Views
Popular Stocks, Attractive and Unattractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
343 Views