Taiwan Tech Weekly: ASML & Lam Provide Industry Optimism, Wave of Earnings This Week
Earnings season is now in full swing with a wave of results to be released this week for both the global industry and within Taiwan.
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FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?
There have been major sanctions by the US on China's semiconductor sector recently. We compare this move to the US government putting a trade...
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GEM Weekly (14 Oct 2022): South Korean Repo, Chinese CPI; TSMC, Samsung Electronics, SK Hynix, Wipro
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Nanya Tech: Another Example of Capex Reduction, Major Share Price Divergence
Announced major reduction in capex is good news as the company is holding back volume expansion and focusing on higher value output.
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Chinese Semiconductor Stocks Nosedive as U.S. Tightens Chip Export Controls
The U.S government’s escalated chip export restrictions has triggered a sell-off of onshore Chinese semiconductor stocks
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