Krungthai XSpring Zoom Eng. August 18, 2025
The SET Index today is expected to rebound within a limited range, with the resistance at 1,270/1,280 points and the support at 1,252/1,239 points...
193 Views
TSMC’s Outlook After Trump’s 300% Semiconductor Tariff Bombshell
​Despite being immune from Trump's upcoming 300% import tariffs on semiconductors, TSMC is overbought, according to our model. We expect the stock...
787 Views
Taiwan Tech Weekly: Foxconn US$1bn USA Robotics Push; Samsung Doubles Down on US Fabs; Intel Crisis
​Foxconn and Samsung make significant investments in U.S. robotics and chip packaging technology, while Intel faces leadership challenges. TSMC and...
523 Views
SICC A/H Listing - PHIP Updates and Thoughts on A/H Premium
SICC (688234 CH), a manufacturer of high-quality SiC substrates, aims to raise up to US$250m in its H-share listing. In this note, we talk about...
396 Views
Tokyo Electron (8035 JP): Why the Big Downward Revision?
Weak 1Q and big downward revision to sales and profit guidance reveals poor visibility into customer uncertainty, plus impact of tariffs, problems...
605 Views