Taiwan Dual-Listings Monitor: TSMC & UMC Spreads Higher After Taiwan Market Holiday
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
530 Views
TSMC (2330.TT; TSM.US): 4Q25/2025 Outlook Could Outperform; 2nm Is Likely to Largest Adopted in 2026
​TSMC's 2Q25 growth expected at 39% YoY, potential upside if 4Q25 outperforms. Apple driving N2 ramp in 2026, revenue growth projected at 25% YoY...
613 Views
Taiwan Tech Weekly: Mediatek Eyes US Manufacturing, 40% Global Mkt Share; Micron Earnings Take-Aways
​Micron sees AI memory demand rising, MediaTek targets 40% market share, KYEC's stock surge driven by strong fundamentals.
320 Views
Primer: Taiwan Semiconductor (TSMC) - ADR (TSM US) - Sep 2025
TSMC is the world's undisputed leader in semiconductor manufacturing, commanding a dominant market share, particularly in advanced process nodes...
133 Views
DeepSeek and Market Over-Reaction. Nvidia, Broadcom, Marvell, TSMC, SK Hynix
​Article debunks alarmist claims about DeepSeek, especially GPU usage and cost. The AI revolution is just beginning, with physical models and...
1.3k Views