Primer: Faraday Technology (3035 TT) - Aug 2026
Positioned for Growth in High-Demand ASIC Market: As a leading fabless ASIC design and silicon IP provider, Faraday is well-positioned to...
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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.
703 Views
Quiddity T50/100/TDIV Sep26 Results: All Changes in Line with Expectations Except for One
We expected King Yuan Electronics Co, Ltd. (2449 TT) to get deleted from T50. However, the next-in-line potential DEL Alchip Technologies (3661 TT)...
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EURO STOXX 50, MSCI ACWI Breaking Out; Bullish Outlook Intact; Buys in Technology, Services, & Comm
EURO $STOXX 50, MSCI $ACWI Breaking Out; Bullish Outlook Intact; Actionable Themes: Global Technology, Services, and Communications $ASML $ASMIY...
600 Views
Pause/Pullback Underway; Downgrading Europe and Mexico; Buys in Services, Tech, Comm, Healthcare
Pause/pullback underway in $ACWI, but as long as the $DXY remains below $106, the 10-year Treasury yield remains below 4.35%, and $ACWI is above...
633 Views