TWSE Short Interest Weekly (Jan 5th): Wan Hai Lines, Silergy, Quanta Computer, Asustek Computer
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Wan Hai Lines, Silergy, Quanta Computer, Asustek...
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Silergy (6415.TT): Chinese Analog IC Could Raise up Prices by About 15%.
Analog Devices may raise prices by 20% while Silergy Corp considers a 15% increase in China. Investing in Silergy seems favorable.
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Silergy (6415.TT): Silergy Expect to Grow Slightly in 4Q23F.
It will grow slightly in 4Q23F. The inventory adjustment of consumer electronics products is nearing completion and industrial products, including...
515 Views
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...
764 Views
EM Semiconductors: Positioning Deep Dive
The momentum in Semiconductor positioning witnessed between 2019 and 2021 has stalled. In this report we identifying the funds and the companies...
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