Taiwan Dual-Listings Monitor: TSMC Historically Extreme Premium Continues; CHT at Short Level Again
Latest analysis for Taiwan ADR premiums including key levels to long or short the ADRs' premium or discount to their respective local Taiwan shares.
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Global Semi Sales YTD 2024 & Outlook: The Good & The Not So Good
Global semi sales for April '24 were $46.4 billion, +15.8% YoY & +1.1% MoM. Excluding memory, the latest WSTS forecast reflects just 3.1% growth...
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Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.
AI is driving sustainability and innovation, but comes with environmental risks, while tech giants like Nvidia, AMD, Google, and Apple are making...
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Taiwan Tech Weekly: Apple Unveils New AI Capabilities at WDC; PC Makers Feel the Love from Chip CEOs
Apple's new AI features at WDC lead to record high shares; major Computex exhibitors see share prices drop despite strong presence; chip companies...
519 Views
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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