Taiwan Tech Weekly: DRAM Strands US$1bn of Apple Chips; Customers Now Book 2030 Capacity
TSMC faces DRAM shortage, smartphone processor shipments drop, memory revenue surges, industry forecast raised, Winbond and SanDisk see strong...
134 Views
TWSE Foreign Holding Weekly (Aug 7th): Quanta Computer, Nanya Technology, TSMC, Wistron
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Quanta Computer, Nanya Technology, TSMC,...
118 Views
Taiwan Semiconductors: Value Funds Drive Underweight
Taiwanese Semiconductor allocations among GEM active funds are well off the highs of 2021 as more funds scale back holdings and many move to an...
1.1k Views
TWSE Foreign Holding Weekly (Jul 31st): TSMC, MediaTek, Delta Electronics, Chroma ATE
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, Delta Electronics, Chroma ATE,...
113 Views
GEM Weekly (29 Jul 2022): South Korea GDP; NetEase, MediaTek, Alibaba, Ant Financial
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
433 Views