Primer: Nan Ya Printed Circuit Board (8046 TT) - Aug 2026
Nan Ya PCB is strategically positioned to capitalize on the secular growth in Artificial Intelligence (AI) and High-Performance Computing (HPC),...
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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,...
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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...
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Nan Ya Printed Circuit Board (8046 TT) Tactical Outlook Ahead of Potential Inclusion in Top 50 ETF
Nan Ya Printed Circuit Board (8046 TT) is a top contender for inclusion in the Yuanta/P-Shares Taiwan Top 50 ETF. Analysis of the current rally:...
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TWSE Foreign Holding Weekly (Oct 8th): Wiwynn, MediaTek, TSMC, Unimicron Technology
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Wiwynn, MediaTek, TSMC, Unimicron Technology,...
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