2025 High Conviction - Taiwan Semiconductor Manufacturing Co (NYSE: TSM, TPE: 2330)
TSM is well positioned to ride the AI tailwind as competitors face challenges. Strong revenue growth expected for Q4 2024 and beyond.
416 Views
Kioxia IPO Trading - Decent Demand for Decent Upside
Kioxia Holdings (285A JP) raised around US$800m (including over-allocation) in its Japan IPO, after pricing its IPO in the middle of its range. In...
694 Views
TWSE Foreign Holding Weekly (Dec 13th): Mediatek, Alchip Technologies, Hon Hai Precision Industry
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Mediatek, Alchip Technologies, Hon Hai Precision...
308 Views
Taiwan Tech Weekly: Apple’s TSMC 2nm Power Move Beats Samsung; Himax Ascends with TSMC/Nvidia Halos
Apple secures competitive edge with TSMC's 2nm tech. Why advanced packaging is the key competitive capability for tomorrow's chips; Himax is...
599 Views
Taiwan Dual-Listings Monitor: TSMC Spread at Short Level; UMC and CHT Short Interest Spikes
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
476 Views