Semiconductor Surge:Â GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
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Taiwan Tech Weekly: Chips Rebound After Record Selloff; Rotation Out of Servers Into Semi Equipment
​Taiwan and US chips rebounded unevenly, with semiconductor-equipment makers leading while server assemblers fell. TSMC's full capacity led Google...
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Semi Monthly Revenue, Korea (Memory), TSMC and Mediatek
​Korea's memory exports surge, TSMC sees steady growth, Mediatek faces revenue decline but potential for growth with TPU sales to Google in 2027.
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Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
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Taiwan Tech Weekly: COMPUTEX Drives TSMC to Records, Then a US$1.3tn AI Selloff
​COMPUTEX and GTC Taipei drove TSMC & TAIEX to records, but a US$1.3tn U.S. AI selloff caused Taiwan index futures to drop 6.65%. Nevertheless,...
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