Primer: Asia Vital Components (3017 TT) - Sep 2025
Asia Vital Components (AVC) is a premier thermal solutions provider, strategically positioned to capitalize on the exponential growth in AI,...
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Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
1.2k Views
TWSE Foreign Holding Weekly (Dec 12th): TSMC, Accton Technology, Hon Hai Precision, L&K Engineering
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Accton Technology (2345 TT), Hon...
313 Views
Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
541 Views
Taiwan Tech Weekly: Semiconductors Surging in Southeast Asia; UMC & Mediatek Results Today
Key Taiwan results ahead include Mediatek, UMC, Realtek, Novatek, and Himax. Taiwan AI names have been flying lately while Novatek and Himax have...
463 Views