Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>Generative AI is driving hardware advancements and creating new industrial prospects, with Synopsys offering automation and analytics tools for chipmaking facilities in India.</li><li>Cultivating global cash cows like CHPT and Chief Telecom to enhance revenue streams, Volkswagen is investing $5 billion in Rivian to create an EV software joint venture, while Poland's CEZAMAT boosts photonics and chip goals in Europe.</li><li>Indian electronic component production value is set to increase 5x by 2030, but slow data center expansion may affect chip sales, according to Nvidia CEO. SiFive also unveils 4th-gen essential product line to drive innovation in embedded applications.</li></ul>

Generative AI is driving hardware advancements and creating new industrial prospects, with Synopsys offering automation and analytics tools for chipmaking facilities in India.Cultivating global cash cows like CHPT and Chief Telecom to enhance revenue streams, Volkswagen is investing $5 billion in Rivian to create an EV software joint venture, while Poland's CEZAMAT boosts photonics and chip goals in Europe.Indian electronic component production value is set to increase 5x by 2030, but slow data center expansion may affect chip sales, according to Nvidia CEO. SiFive also unveils 4th-gen essential product line to drive innovation in embedded applications.

Tech Supply Chain Tracker (27-Jun-2024): AI advances tech and industry's potential.

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 21st which has an aggregated holding worth USD4,865.2bn.</li>
<li>We estimate that foreign flows to be inflows of USD7,730mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in Quanta Computer, Asmedia Tech, Delta Elec, Nanya Tech, Wiwynn, Evergreen Marine, Asia Vital, Alchip Tech, TSMC, Chailease.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 21st which has an aggregated holding worth USD4,865.2bn.
We estimate that foreign flows to be inflows of USD7,730mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in Quanta Computer, Asmedia Tech, Delta Elec, Nanya Tech, Wiwynn, Evergreen Marine, Asia Vital, Alchip Tech, TSMC, Chailease.


TWSE Foreign Holding Weekly (Jun 21st): Quanta Computer, Asmedia Tech, Delta Elec, Nanya Tech

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

TSMC (Taiwan Semiconductor Manufacturing) / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) (TSM US)

TSMC (Taiwan Semiconductor Manufacturing)

<ul>
<li>TSMC: +16.1% Premium, After Sharp Drop, Will Be Interesting to See If Spread Will Remain Within the Recent ~15-25% Range</li>
<li>ASE: +7.4% Premium; Can Consider Going Long the Spread Given Recent Trading Range</li>
<li>ChipMOS: -2.4% Discount Repesents Extreme Low of End of Range; Can Consider Going Long the Spread</li>
</ul>


TSMC: +16.1% Premium, After Sharp Drop, Will Be Interesting to See If Spread Will Remain Within the Recent ~15-25% Range
ASE: +7.4% Premium; Can Consider Going Long the Spread Given Recent Trading Range
ChipMOS: -2.4% Discount Repesents Extreme Low of End of Range; Can Consider Going Long the Spread


Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme Discount

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 14th which has an aggregated holding worth USD4,617.2bn.</li>
<li>We estimate that foreign flows to be inflows of USD6,436mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in Hon Hai, TSMC, Mediatek, Quanta Computer, Realtek Semi, Evergreen Marine, Ctbc Financial, Eva Airways, Asia Vital, Asmedia Tech.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jun 14th which has an aggregated holding worth USD4,617.2bn.
We estimate that foreign flows to be inflows of USD6,436mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in Hon Hai, TSMC, Mediatek, Quanta Computer, Realtek Semi, Evergreen Marine, Ctbc Financial, Eva Airways, Asia Vital, Asmedia Tech.


TWSE Foreign Holding Weekly (Jun 14th): Hon Hai, TSMC, Mediatek, Quanta Computer, Realtek Semi

<ul>
<li>TSMC: +21.3% Premium; Trading at New +15-25% Range This Year</li>
<li>ASE: +12.7% Premium; We Continue to View 14%+ as Fresh Short Level</li>
<li>CHT: +1.2% Premium; Good Level to Short Relative to History</li>
</ul>


TSMC: +21.3% Premium; Trading at New +15-25% Range This Year
ASE: +12.7% Premium; We Continue to View 14%+ as Fresh Short Level
CHT: +1.2% Premium; Good Level to Short Relative to History


Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again

Taiwan

Chunghwa Telecom Co., Ltd. provides local, domestic, and international long distance services. The Company also offers wireless telecommunication, paging, and Internet services.

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Chunghwa Telecom Co., Ltd (Adr) (CHT US)

Tech Supply Chain Tracker (27-Jun-2024): AI advances tech and industry's potential.

Generative AI drives hardware advancement, Synopsys partners with Tata Electronics, Volkswagen invests in Rivian, and SiFive unveils new product line.

Tech Supply Chain Tracker

TWSE Foreign Holding Weekly (Jun 21st): Quanta Computer, Asmedia Tech, Delta Elec, Nanya Tech

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Quanta Computer, Asmedia Tech, Delta Elec, Nanya...

Ke Yan, CFA, FRM

Taiwan Dual-Listings Monitor: TSMC & ASE Premiums Drop Sharply; ChipMOS Extreme Discount

TSMC and ASE's ADR premiums have both dropped sharply. It will be interesting to see if TSMC's premium will drop further to below 15%. ChipMOS's...

Vincent Fernando, CFA

TWSE Foreign Holding Weekly (Jun 14th): Hon Hai, TSMC, Mediatek, Quanta Computer, Realtek Semi

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Hon Hai, TSMC, Mediatek, Quanta Computer,...

Ke Yan, CFA, FRM

Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again

Latest analysis for Taiwan ADR premiums including key levels to long or short the ADRs' premium or discount to their respective local Taiwan shares.

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

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