Deep-Dive: E Ink (8069 TT)
E Ink (8069 TT — US$6.6 billion) is a global monopoly in the production of e-paper display panels, used in the Amazon Kindle and electronic shelf...
367 Views
MS-Taiwan Index Earning Revision (Sep): TSMC, UMC, Nanya Technology, Quanta Computer, Wiwynn
We analyzed MS-Taiwan's consensus for Sep 2026 and highlighted changes of EPS in TSMC, UMC, Nanya Technology, Quanta Computer, Phison Electronics,...
143 Views
Tech Supply Chain Tracker (07-Nov-2025): Global Server Market Forecast, Q4 2025
In Q4 2025, the global server market sees E Ink's Pixel Paper Labs launch, China's rare earth export controls, Nintendo's FY25 forecast improves...
229 Views
MS-Taiwan Index Earning Revision (Aug): Innolux, King Slide Works, Formosa Plastics, TSMC
We analyzed MS-Taiwan's consensus for Aug 2026 and highlighted changes of EPS in Innolux (3481 TT), King Slide Works (2059 TT), Formosa Plastics...
93 Views
NVIDIA Capped Its Growth at 70% Because HBM Takes 3x the Silicon of Ordinary Memory
NVIDIA guided FY28 revenue growth near 70% and Huang said demand is much greater than that. The ceiling is memory supply, not demand.
121 Views