Tech Supply Chain Tracker (18-Dec-2024): German gov funds TSMC's Dresden fab.
German gov backs TSMC's fab in Dresden, Kaynes Semi gains anchor customer, Suchi Semicon opens OSAT facility in Gujarat, Google appoints new head...
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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.
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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...
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TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.
TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.
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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...
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