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AU Optronics (2409 TT)
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116
Analysis
Information Technology
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Taiwan
AU Optronics Corp. manufactures and markets thin film transistor-liquid crystal displays (TFT-LCDs) and plasma display panels (PDPs). The Company sells its products in Taiwan and exports worldwide.
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bullish
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Elan Microelectronics
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08 Sep 2022 10:21
Elan Microelectronics Event: Index Removal Selling Could Exacerbate Price Divergence
We had a call with management. Guidance and product performance implies the company has relative strength vs. its end-market demand weakness.
Vincent Fernando, CFA
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251 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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29 Apr 2024 03:10
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
Vincent Fernando, CFA
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330 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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31 Mar 2024 23:54
Taiwan Tech Weekly: Quanta Surging on Nvidia Server Orders; Nanya Results Ahead; Intel Foundry Event
Quanta sees stock surge with server wins, Mediatek accelerates expansion in automotive and data center solutions. Intel will host a webinar about...
Vincent Fernando, CFA
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424 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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15 Feb 2024 20:35
Taiwan Tech Weekly: TSMC Playing Post-CNY Catch-Up; All Eyes on Upcoming Nvidia Results
Strong rebound after CNY with TSMC leading the gains. Nvidia results and key Taiwan companies reporting in the upcoming week. High spreads have...
Vincent Fernando, CFA
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376 Views
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bullish
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Taiwan Semiconductor (TSMC)
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07 Feb 2024 02:12
Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying
Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...
Vincent Fernando, CFA
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365 Views
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