Taiwan Tech Weekly: Nvidia Results Today; Taiwan Market Surged But Why It Might Be Still Underowned
NVIDIA Corp (NVDA US) will report today U.S. time with its analyst call at 14:00 PDT, we are maintaining our Short basket of Taiwan AI names vs....
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What Early Indicators from the Reported Oct 23 Taiwan Semi Sales
What Early Indicators from the Reported Oct 23 Taiwan Semi Sales? PC/server, PMIC, CMOS sensor/touch controller, GaAs RF, gaming GPU card, memory...
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Why Is Vanguard Semi Becoming to a Bad Student, Cyclical or Structural?
Why Is Vanguard Semi Becoming to a Bad Student? Some Cyclical or some Structural reasons for the weaknesses coupled with three reasons suggested...
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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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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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