Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales
Stories Behind the Reported Dec/4Q23 Taiwan Semi/Tech Sales; Y/Y improvement for LCD panel, 8"/12" raw wafer, CMOS sensor, GaAs RF, cooling system,...
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TWSE Foreign Holding Weekly (Aug 8th): TSMC, Hon Hai Precision, Quanta Computer, Taishin Financial
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Hon Hai Precision (2317 TT),...
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TWSE Short Interest Weekly (Aug 8th): Lite-On Technology, CTBC Financial, Taishin Financial
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Lite-On Technology (2301 TT), CTBC Financial...
199 Views
3Q24 PC Shipments Are Flat YoY. Lenovo, Acer, Asus. Compal, Quanta, Wistron.
3Q24 PC shipments are flat YoY. The great recovery or AI replacement cycle aren’t happening (for now). IDC reported 3Q24 PC shipments declining -2%...
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Taiwan Tech Weekly: Hit Hard By AI/Tech Pullback; Watch UMC, Mediatek, Realtek, AMD, MSFT Earnings
A recap of last week's gainers and losers plus key events to watch out for this week and recently published research pieces.
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