Tech Supply Chain Tracker (25-Jan-2025): HTC and VIA's future?
HTC, VIA, and Asian tech companies are expanding into niche markets and embracing new technologies to remain competitive, while Samsung faces...
537 Views
Tech Supply Chain Tracker (19-Feb-2025): ASE opens fifth factory in Penang, with AI-driven smart manufacturing.
ASE opens new factory in Penang, Win Semiconductors advances in optical communications tech, DRAM manufacturers phasing out DDR3 and DDR4, Apple...
311 Views
Tech Supply Chain Tracker (15-Aug-2024): Chinese firms lead in EV battery market amid challenges.
Chinese firms dominate EV battery market, Apple developing more affordable AR glasses, Taiwan manufacturers resilient after typhoon, IPC makers...
316 Views
AUO (2409 TT, TRADING BUY, NTD20.55)
Product price declines affect earnings but valuation appears fair; reiterate TRADING BUY . 3Q21 earnings remained relatively high compared to...
345 Views
AUO (2409 TT, TRADING BUY, NTD19.00)
Arrival of low season; high uncertainty over supply; maintain TRADING BUY . TV panel price started weakening in 1H of AUG21 and further declined...
166 Views