Taiwan Tech Weekly: Micron Forecasts This Week, Intel Conference, AMD CEO to Visit Taiwan Suppliers
Micron's outlook for next quarter's margin will be key, provides good color on future margin for key Taiwan names. AMD CEO to meet with many Taiwan...
403 Views
Taiwan Tech Weekly: US Restrictions on Tech Sales to China to Expand
Also more signs of shift as Tata is preparing a JV with Wistron to produce iPhones and Taiwanese companies look to Southeast Asia and the USA.
368 Views
Taiwan Tech Weekly: More Nvidia Issues, Broadcom Surprises, Yulon Soars
Nvidia shares sink in reaction to US banning high-end chip sales to China, Taiwan's Nvida suppliers and the overall sector fall as well. Broadcom...
390 Views
Chips Cycle Long/Short: Long Nanya Tech Vs. Short Winbond
Nanya Tech appears more compelling than Winbond in terms of price, valuation, and balance sheet trends. It's at the cheapest valuation in its history.
505 Views
Taiwan Tech: Who's Ahead of the Inventory Cycle?
We look at where Taiwan tech sits in the cycle and which companies appear better or worse placed to weather the coming inventory correction.
378 Views