Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
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MediaTek (2454.TT): 4Q25 Expected to Be Flat QoQ; D9600 Mass Production Scheduled for Late 2026.
Mediatek Inc's 4Q25 performance expected to stay flat, announces 2nm chip tape-out for late 2026 mass production. MediaTek showcased a range of...
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TWSE Foreign Holding Weekly (Oct 10th): TSMC, Delta Electronics, China Development Financial
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Delta Electronics (2308 TT),...
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TWSE Short Interest Weekly (Oct 10th): Accton Technology, Yageo, Lite-On Technology
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Accton Technology (2345 TT), Yageo (2327 TT),...
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Taiwan Tech Weekly: TSMC's Market Share Keeps Rising; Semi Revenues Show AI the Only Pillar; AI PCs
TSMC dominates market share, while Dell sees promising growth in PC monitor sales. US stocks plummet under selling pressure.
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