Primer: Nuvoton Technology (4919 TT) - Apr 2026
Nuvoton is a key player in the Microcontroller (MCU) and Cloud & Computing (e.g., BMC) IC markets, poised to benefit from long-term...
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Could a Japan "Megaquake" Disrupt Semis?
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...
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Quiddity Leaderboard T50/​​​100 Sep26: Final Expectations
We expect PharmaEssentia Corp (6446 TT) to replace King Yuan Electronics Co, Ltd. (2449 TT) in the T50 index in September 2026.
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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.
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Sticking With Cyclical Value and Defensives; Adding Large-Cap Japan Technology
Sticking With Cyclical Value & Defensives; Adding Large-Cap Japan Technology. 2-3 week bounce has likely run its course with $TOPIX $Nikkei 225,...
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