Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
365 Views
Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
527 Views
Taiwan Tech Weekly: Nvidia's Latest Strategy Unveil Tonight; AUO Says PC Panel Demand Normalizing
Nvidia CEO to unveil new developments at the company's GTC developer conference. TSMC and ASML could have read-throughs from the event given their...
403 Views
China Semiconductor Restrictions: How the Vice Is Becoming Tighter and Tighter
Recent developments show the U.S. has motivated additional countries to participate and more restrictions are likely in 2023E.
824 Views
Mediatek: We Contacted Management Re: Latest Arm Restrictions, Accumulate
We have established our financial model for the company - We believe the shares should be held or accumulated on a value-basis.
851 Views