How 172% DRAM Spikes Turn Intel’s ‘Worst’ Feature Into Its Best Asset
DRAM prices have surged 172% YoY, impacting PC OEMs' operating margins. Intel's LPDDR5X now includes memory cost, allowing OEMs to maintain...
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WT Micro GDR Offering - Slightly Larger Deal to Digest, Discount Mostly in Line With Recent Deals
WT Microelectronics (WT Micro) is looking to raise up to US$393m, selling 90m shares (18m GDRs) via a GDR offering. It is also selling a two-year...
389 Views
TWSE Foreign Holding Weekly (Nov 14th): TSMC, Cleanaway, Hon Hai Precision, Delta Electronics
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Cleanaway (8422 TT), Hon Hai...
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Taiwan Tech Weekly: Nvidia Asking TSMC for More Capacity; Apple to Disintermediate Telcos?
Nvidia and Apple are both making strategic moves to secure more capacity and expand their reach in the tech industry, potentially disrupting...
442 Views
WT Micro GDR Early Look - Not a Small One to Digest but Last Offering Did Well
WT Microelectronics (3036 TT) is looking to raise up to US$450m in its upcoming global depository receipts offering. The firm is also looking to...
347 Views