Early Sign of AI GPU Market Inflection Point?
Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...
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Taiwan: Underowned, Yet Gaining on Peers
Taiwan hits record levels of exposure among actively managed Global equity funds, yet it still lags behind its counterparts in the USA and Europe.
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Hon Hai: U.S. Chip Restrictions Vs. China Have Put Hon Hai in a Stronger Than Ever Position
AI and advanced semiconductors will become a necessity for a globally competitive EV platform -- This means that U.S. chip restricitons for China...
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Fitipower: Large % Market Cap as Cash Makes for Acquisition Target Price Support
We had a call with Fitipower management to understand the company’s latest situation in light of its weak share price and light analyst coverage.
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TWSE Foreign Holding Weekly (May 10th): TSMC, Quanta Computer, Yang Ming Marine, Tripod Tech
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Quanta Computer, Yang Ming Marine, Tripod...
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