bullish•Taiwan Semiconductor (TSMC) - ADR•02 Oct 2023 06:30
Taiwan Tech Weekly: Taiwan AI Names Rebound; Memory Crashes; Look for Nvidia Hedges
Taiwan AI names rebounded strongly after having previously suffered declines. Nevertheless, many names have outperformed Nvidia and could be good...
bullish•Taiwan Semiconductor (TSMC) - ADR•30 Sep 2023 19:00
Taiwan Dual Listings Monitor: TSMC & UMC Trading Ranges Working; Short ASE Spread at Latest Level
There has been a general bounce in ADR premiums recently. If they go a bit higher then one can consider shorting TSMC and UMC premiums; we provide...
bullish•Taiwan Semiconductor (TSMC) - ADR•25 Sep 2023 06:09
Taiwan Tech Weekly: Micron Results Ahead; Taiwan AI Plays Slump But Still Beat Nvidia Last 3 Months
Taiwan's market fell, with previous AI-rally beneficiaries continuing to be some of the top losers. Interestingly, Taiwan AI-names outperformed...
bullish•Taiwan Semiconductor (TSMC) - ADR•20 Sep 2023 08:16
Taiwan Tech Weekly: Intel 'AI PC' Chips On Track to Drive 2024E PC Supply Chain
Many types of existing software that used to require expert users can become more valuable with AI capabilities; we believe tomorrow's AI PC killer...
bullish•Taiwan Semiconductor (TSMC) - ADR•18 Sep 2023 21:15