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ENTITY
SMARTSCORE: 2.8/5
Faraday Technology (3035 TT)
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Information Technology
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Taiwan
Faraday Technology Corp. designs and manufactures application specific integrated circuits (ASICs) and wafers.
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Faraday Technology
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22 Apr 2025 21:57
Faraday Technology’s Breakout: AI Packaging Demand Defying the Global Semiconductor Slowdown
Faraday's top-line growth driven by CoWoS chip packaging services for AI/HPC applications, with very strong momentum expected to continue into 2Q25.
Vincent Fernando, CFA
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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29 Jul 2025 05:31
Taiwan Tech Weekly: Mediatek Reportedly Bests Broadcom for Meta Custom Chip Win; Semi Key Indicators
MediaTek secures order for Meta's 2nm AI chip, SK Hynix and Micron show different speeds and focus in memory market, positive outlook for PC,...
Vincent Fernando, CFA
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193 Views
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bullish
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Thematic (Sector/Industry)
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07 Aug 2022 10:10
Our First Taiwan Tech Weekly - “Pelosi Ex Post”
In our first Taiwan weekly roundup, we examine key stock performers before and after Nancy Pelosi’s visit and identify the market cap at which...
Vincent Fernando, CFA
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301 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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28 Jul 2024 10:44
Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
Vincent Fernando, CFA
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458 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Apr 2023 14:26
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
Vincent Fernando, CFA
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418 Views
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