Taiwan Tech Weekly: Samsung & Nanya Earnings; AI Names Rebound Again
Top gainers recently have included rebounding AI names -- One can consider using the bounce to find AI shorts to pair against an Nvidia long.
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Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
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SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
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Taiwan Tech Weekly: Japan Semi Restrictions Take Effect; Apple IPhone Volumes; Hon Hai Acquisition
Japan's semiconductor technology export restrictions took effect on Sunday and are unlikely to ease for China any time soon.
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ChipMOS: Results Ahead & Key Clients for Display and Memory Signal a Turn Around Is Happening
We had a call with ChipMOS management about the company's latest long-term research efforts and drivers. The shares appear well supported into an...
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