Primer: Novatek Microelectronics Corp (3034 TT) - Apr 2026
Novatek is a global leader in display driver integrated circuits (DDICs), particularly for large-panel applications like TVs and monitors,...
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3Q24 PC Shipments Are Flat YoY. Lenovo, Acer, Asus. Compal, Quanta, Wistron.
3Q24 PC shipments are flat YoY. The great recovery or AI replacement cycle aren’t happening (for now). IDC reported 3Q24 PC shipments declining -2%...
675 Views
GEM Funds:Â Extreme Stocks, July 2024
We screen for stocks at the extreme ends of their positioning or momentum ranges. We combine current and historical data with recent manager...
486 Views
Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC
​Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...
637 Views
Taiwan Tech Weekly: TSMC Wins Major U.S. Support; Nanya Results; UMC Rush Orders
​TSMC receives $6.6bn from US CHIPS Act; also plans for 2nd Japanese fab; Nanya's results to shed light on DRAM post-earthquake; UMC sees rush...
727 Views