Himax Advances Optical Chip Solutions for NVIDIA and TSMC; But Fog Lingers Over China Auto Recovery
​Himax's automotive display IC market position remains extremely stromg; however cautious on China near-term; Successfully advancing in CPO and AR...
743 Views
AMD: 1Q25 Small Beat, 2Q Would Have Been a Large Beat Except for New US Export Restrictions to China
​Strong 1Q25 for AMD with revenue and EPS growth, but challenging 2-3Q ahead due to US export restrictions. Stock down -45% from Jan-24, trading at...
382 Views
CATL A/H Listing - PHIP Updates and Updated Thoughts on A/H Premium
Contemporary Amperex Technology (CATL) (300750 CH), one of the world’s largest battery solutions providers, aims to raise around US$5bn in its H...
509 Views
Overview #25 Implications of Stronger Asian Currencies
A review of recent events/data impacting our investment themes and outlook. Implications of Asian currency strength in sector selection
305 Views
Taiwan Tech Weekly: TSMC's Next Gen Node Unprecedented Demand; QCOM/Mediatek Chips' Peformance Leaks
​TSMC's 2nm node sees high demand, Qualcomm and Mediatek compete using TSMC's technology, Amazon and Google maintain or increase hyperscale capex.
490 Views