Taiwan Tech Weekly: Semiconductors Surging in Southeast Asia; UMC & Mediatek Results Today
Key Taiwan results ahead include Mediatek, UMC, Realtek, Novatek, and Himax. Taiwan AI names have been flying lately while Novatek and Himax have...
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Are You Confused About What Intel and UMC Are Working Together?
Are You Confused About What Intel and UMC Are working Together? Customers will use UMC's tsmc-like 12nm design rule to produce WiFi 7, TV...
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Realtek (2379.TT): Five Layers for Investment Logic.
​Investors are shifting capital from expensive AI stocks to mid- and large-cap IC design companies like Realtek Semiconductor, aligning with market...
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Primer: Realtek Semiconductor (2379 TT) - Apr 2026
Realtek is a dominant fabless semiconductor company, holding significant market share in its core PC and networking segments, including Ethernet...
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Realtek Results Readthrough: Normalization Marks Pause Before Next PC Wave
​Realtek's 3Q25 results show front-loaded PC upgrade cycle, with revenue and margins remaining solid. Cautious near term, but constructive outlook...
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