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Nan Ya Printed Circuit Board (8046 TT)
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83
Analysis
Information Technology
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Taiwan
Nan Ya Printed Circuit Board Corporation manufactures and markets printed circuit boards (PCBs) and integrated circuit (IC) substrates.
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bearish
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Gigabyte Technology
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03 Mar 2022 09:20
The Current Huge Gap of VGA Card Demand over Supply May Reverse in 2H22/2023
While Taiwanese VGA card makers reported record sales in January and NVIDIA reported record quarterly revenue for 4QFY22, the outlook of the VGA...
Henry King
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1.8k Views
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bearish
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Thematic (Sector/Industry)
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27 Jan 2024 09:34
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid
First Run of Tech/Semis' Guidance Tells Us What Industries and Companies to Avoid; Weaknesses to be seen in industrial, general non-AI server semi,...
Andrew Lu
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941 Views
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bullish
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Thematic (Sector/Industry)
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23 Jan 2024 14:24
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions
A R&D Director Dr. Young Was at TSMC, SMIC, and Intel Foundry Shared Views on 3-1nm Competitions. Intel might ramp up its 20A/18A ahead of TSMC 2nm...
Andrew Lu
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456 Views
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bullish
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Taiwan Semiconductor (TSMC)
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24 Mar 2023 07:15
Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
Vincent Fernando, CFA
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491 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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29 Apr 2024 03:10
Taiwan Tech Weekly: Major Week of Earnings; Apple's Edge AI Could Make Your Current IPhone Obsolete
Taiwan rebounded strongly last week alongside Nvidia and U.S. tech. This week will be another major earnings week. Apple's edge AI for user privacy...
Vincent Fernando, CFA
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320 Views
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