Silergy (6415.TT): The Revenue Could Be Upside Around 17% in 4Q23F.
Silergy could see an increase of about 17% QoQ and 3% YoY in 4Q23F. It needs to transfer its Foundry base from China to Taiwan and Singapore. The...
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Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
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TWSE Short Interest Weekly (Jul 28th): Quanta Computer, Lite-On Tech, Wiwynn, Alchip Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Quanta Computer, Lite-On Tech, Wiwynn, Alchip...
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Taiwan Tech: Insights from 1Q23 Earnings Season Into Where We Are in the Cycle
Semiconductor's inventory situation got worse in 1Q23... Excess inventory digestion is still a few quarters away for many semiconductor companies....
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Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
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