Taiwan Revenue Signals -- Memory Growth Stalls While AI Servers Remain Robust
Memory prices stalled, PC pull-forward unwinding early, AI server demand remains strong but not boosting all sectors. We analyze the Taiwan AI...
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Visit to the G-Star Game Exhibition in Busan
I visited the G-Star game exhibition in Busan last Thursday (November 14th), which is the largest game exhibition held annually in Korea. The...
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Aequitas: Powerchip Semiconductor Manufacturing GDR Offering -
Powerchip Semiconductor Manufacturing (6770.TT) is looking to raise around US$895m, selling 420m shares (28m GDRs) via a GDR offering.
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Aequitas: WT Micro GDR Early Look - Revisiting the GDR Market Six Months Later Amid Strong Momentum
WT Microelectronics (WT Micro) is looking to raise up to US$1bn in its upcoming global depository receipts (GDRs) offering. The firm is also...
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MS-Taiwan Index Earning Revision (May): Hon Hai Precision, Taiwan Cement, Catcher Technology, TSMC
We analyzed MS-Taiwan's consensus for May 2026 and highlighted changes of EPS in Hon Hai Precision, Taiwan Cement, Catcher Technology, Fubon...
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