Tech Supply Chain Tracker (17-Jul-2024): GlobalWafers gets $400M CHIPS Act funding.
GlobalWafers secures $400M from CHIPS Act, Samsung targets wearable sales, ASML sees high demand, Acer eyes India market, Qualcomm/Microsoft...
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Sino-American Silicon Products: Increasing Concerns About a Global Semiconductor Downturn
Our NAV suggests a target price of NT$146.5 for Sino-American Silicon Products, representing a lack of upside from current price. A downturn in the...
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Sino-American Silicon Products - Its Majority Stake in Globalwafers Is Worth More Than Its Mkt Cap
Our NAV analysis suggests a target price of 232 TWD for Sino American Silicon Products, representing a 40% upside from current price.
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Sino American Silicon (5483): Entry to Globalwafers and Others
Sino American Silicon remains a smart way to gain exposure in Globalwafers (24x PER), compared to SAS (13x PER). The other factor is that...
449 Views
Last Week in Event SPACE - Kakao, Mirae, Minato, OOIL, Hitachi Kokusai
Last week, a possible ban on cryptocurrency trading further skews the Kakao Corp (035720 KS) GDR arb; the mechanics of Mirae Asset Daewoo...
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