TSMC (2330.TT): A Bit Higher Rebound in 4Q23F
We foresee a potentially higher rebound in the near future, resulting in higher growth rate in 2023F for TSMC. The GM is expected to decrease by 2...
820 Views
ARM Holdings IPO Trading - Sold Hope, Now for Some Reality
Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...
569 Views
Mediatek Downgrade: After Rally, Beware Emerging News of Huawei/SMIC Chip Capability
We believe Huawei's recent Mate 60 chip development could pose a threat to Mediatek's market share outlook. We downgrade our rating from Structural...
480 Views
TWSE Short Interest Weekly (Sep 8th): Realtek Semi, Faraday Tech, Auo, Asustek Computer, Mediatek
We analyzed TWSE short interest report for the past week and highlight short interest changes in Realtek Semi, Faraday Tech, Auo, Asustek Computer,...
474 Views
GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
490 Views