Primer: Foxsemicon Integrated Tech (3413 TT) - Sep 2025
Strategic Supplier to Leading Semiconductor Equipment OEMs: Foxsemicon is a key manufacturing partner for global semiconductor equipment...
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Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales
Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales; Y/Y improvement for LCD panel, 8"/12" raw wafer, CMOS sensor, GaAs RF, cooling system,...
945 Views
TSMC Addresses U.S. Expansion Concerns: Strengthens TSMC Position & Positive for Semi Industry Capex
TSMC explained how it is accelerating Taiwan investments while also increasing its expansion in the U.S.. Highly positive news for semiconductor...
598 Views
Takeaways After Global Semi Equipment Model Updated and Our View on 2024/2025
Takeaways After Global Semi Equipment Model Updated and Our View on 2024/2025; We are providing six takeaways and sales growth estimates for 2024-2026
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Taiwan - Shorts in UMC, Catcher, Bizlink; Covering in Walsin, AUO, Largan
Total short notional in Taiwan stocks is TWD 258,961 mm (~US$8.57 bn) as of 13 December. Over the week, the largest short positions were put on...
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