Taiwan Dual-Listings Monitor: TSMC Recovers from Lows; ChipMOS Spike
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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Will TSMC Win 7/10nm Again Against Samsung and Intel
After market confirmed TSMC is getting almost 100% of Apple iPhone 7 A10 application processor (AP) order based on its 16nm FinFET process in 2H16E...
610 Views
Insights from Taiwan Semi/Tech July Sales
Despite recent strong performance (17% ytd) across US and Taiwan semiconductor index, we are turning a bit cautious here because Taiwan Semi/Tech...
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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...
335 Views