Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales
Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales; Y/Y improvement for LCD panel, 8"/12" raw wafer, CMOS sensor, GaAs RF, cooling system,...
742 Views
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales
Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...
983 Views
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
1k Views
TWSE Short Interest Weekly (Apr 26th): Umc, Wistron, Wiwynn, Wt, TSMC, Evergreen Marine, Chung-Hsin
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Umc, Wistron, Wiwynn, Wt, TSMC, Evergreen...
223 Views
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales
Stories Behind the Reported Nov 2023 Taiwan Semi/Tech Sales. More clear y/y improvement for 8/12" raw wafer, WiFi IC, GaAs RF/VCSEL, and memory...
825 Views