Taiwan Tech Focused Senior Analyst

Patrick Liao

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mediatek-inc" target="_blank" data-smartkarma-citation="entities:772:1" rel="noopener">Mediatek Inc (2454 TT)</a> is forecasted to experience slight growth in 3Q24 compared to 2Q24.  </li>
<li>
<a href="https://www.smartkarma.com/entities/qualcomm-inc" target="_blank" data-smartkarma-citation="entities:969:1" rel="noopener">Qualcomm Inc (QCOM US)</a> is expected to introduce AI PCs in 2024, while Mediatek Inc (2454 TT) scheduled for this product is anticipated to delivered in 2H25.  </li>
<li>The shipment forecast for the Dimensity 9400 is approximately 5 million sets in 2H24.</li>
</ul>



Mediatek Inc (2454 TT) is forecasted to experience slight growth in 3Q24 compared to 2Q24.  

Qualcomm Inc (QCOM US) is expected to introduce AI PCs in 2024, while Mediatek Inc (2454 TT) scheduled for this product is anticipated to delivered in 2H25.  
The shipment forecast for the Dimensity 9400 is approximately 5 million sets in 2H24.


MediaTek (2454.TT): 3Q24 Might Grow Slightly QoQ, While AI PCs Could Be Delivered in 2H25.

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of TWSE Stocks as of Jul 12th which has an aggregated short interest worth USD22.0bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat, Yang Ming Marine.</li>
</ul>


We analyzed the changes in short interest of TWSE Stocks as of Jul 12th which has an aggregated short interest worth USD22.0bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat, Yang Ming Marine.


TWSE Short Interest Weekly (Jul 12th): Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 12th which has an aggregated holding worth USD1,035.6bn.</li>
<li>We estimate that foreign flows to be outflows of USD1,431mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in Umc, Alchip Tech, Quanta Computer, Chung-Hsin, Cathay Financial, TSMC, Hon Hai, Ctbc Financial, ASE.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 12th which has an aggregated holding worth USD1,035.6bn.
We estimate that foreign flows to be outflows of USD1,431mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in Umc, Alchip Tech, Quanta Computer, Chung-Hsin, Cathay Financial, TSMC, Hon Hai, Ctbc Financial, ASE.


TWSE Foreign Holding Weekly (Jul 12th): Umc, Alchip Tech, Quanta Computer, Chung-Hsin, TSMC

<ul>
<li>We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 5th which has an aggregated holding worth USD1,012.0bn.</li>
<li>We estimate that foreign flows to be inflows of USD531mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.</li>
<li>We highlight foreign changes in TSMC, Zhen Ding Tech, Realtek Semi, Cathay Financial, Compeq Mfg, Far Eastone Tele, Taiwan Mobile, Lite-On Tech, Asia Vital, Novatek.</li>
</ul>


We analyzed the changes in foreign holdings of TWSE Stocks as of Jul 5th which has an aggregated holding worth USD1,012.0bn.
We estimate that foreign flows to be inflows of USD531mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
We highlight foreign changes in TSMC, Zhen Ding Tech, Realtek Semi, Cathay Financial, Compeq Mfg, Far Eastone Tele, Taiwan Mobile, Lite-On Tech, Asia Vital, Novatek.


TWSE Foreign Holding Weekly (Jul 5th): TSMC, Zhen Ding Tech, Realtek Semi, Cathay Financial

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Advanced Process Systems / Equity Bottom-Up

<ul><li>Taiwan set to release offshore wind regulations by 3Q24, opening doors for growth and innovation in the industry.</li><li>China's significant investment in OLED technology boosts South Korean display equipment sector, creating opportunities for growth.</li><li>Telecoms facing challenges with slow 5G adoption, pushing them to adapt and transform strategies to overcome obstacles.</li></ul>

Taiwan set to release offshore wind regulations by 3Q24, opening doors for growth and innovation in the industry.China's significant investment in OLED technology boosts South Korean display equipment sector, creating opportunities for growth.Telecoms facing challenges with slow 5G adoption, pushing them to adapt and transform strategies to overcome obstacles.

Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Taiwan

MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.

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Mediatek Inc (2454 TT)

MediaTek (2454.TT): 3Q24 Might Grow Slightly QoQ, While AI PCs Could Be Delivered in 2H25.

Mediatek Inc expected to see slight growth in 3Q24, while AI PCs are anticipated to delivered in 2H25. The shipment forecast for the Dimensity...

Patrick Liao

TWSE Short Interest Weekly (Jul 12th): Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Acer, Hon Hai, Evergreen Marine, Mediatek,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jul 12th): Umc, Alchip Tech, Quanta Computer, Chung-Hsin, TSMC

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Umc, Alchip Tech, Quanta Computer, Chung-Hsin,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jul 5th): TSMC, Zhen Ding Tech, Realtek Semi, Cathay Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Zhen Ding Tech, Realtek Semi, Cathay...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Taiwan to release offshore wind regulations, Poland-Taiwan industrial cooperation, China's OLED investment, VinFast factory in India, edge AI...

Tech Supply Chain Tracker

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52-week Range

Market Cap (USDm)

P/E

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MediaTek (2454.TT): 3Q24 Might Grow Slightly QoQ, While AI PCs Could Be Delivered in 2H25.

​Mediatek Inc expected to see slight growth in 3Q24, while AI PCs are anticipated to delivered in 2H25. The shipment forecast for the Dimensity...

Patrick Liao

TWSE Short Interest Weekly (Jul 12th): Acer, Hon Hai, Evergreen Marine, Mediatek, Silicon Integrat

We analyzed TWSE short interest report for the past week and highlighted short interest changes in Acer, Hon Hai, Evergreen Marine, Mediatek,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jul 12th): Umc, Alchip Tech, Quanta Computer, Chung-Hsin, TSMC

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Umc, Alchip Tech, Quanta Computer, Chung-Hsin,...

Ke Yan, CFA, FRM

TWSE Foreign Holding Weekly (Jul 5th): TSMC, Zhen Ding Tech, Realtek Semi, Cathay Financial

We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Zhen Ding Tech, Realtek Semi, Cathay...

Ke Yan, CFA, FRM

Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.

Taiwan to release offshore wind regulations, Poland-Taiwan industrial cooperation, China's OLED investment, VinFast factory in India, edge AI...

Tech Supply Chain Tracker

Mediatek Inc expected to see slight growth in 3Q24, while AI PCs are anticipated to delivered in 2H25. The shipment forecast for the Dimensity...