Taiwan Tech Weekly: New China Tech Restrictions Monday; PC Demand Commercial Vs. Consumer Disconnect
US is imposing new restrictions on China in semiconductor industry, Hon Hai subsidiary progressing smoothly with Nvidia servers, Dell and HPQ...
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Tech Supply Chain Tracker (28-Nov-2024): India PC market recovering, slight shipment growth in 3Q24.
India sees slight growth in PC shipments, Taiwan's aerospace sector thrives, Samsung appoints new CTO, Taiwan and Germany collaborate on AI license...
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Tech Supply Chain Tracker (27-Nov-2024): Taiwan chip industry unphased by Trump's trade policy - Mark Liu.
Taiwan's chip industry remains steady amid US trade tensions, with global smartphone shipments and Chinese AI chip development continuing to grow...
347 Views
Taiwan Dual-Listings Monitor: TSMC Spread Maintains Elevated Range; UMC Short Interest Rises Higher
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
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Kioxoa Pre-IPO - The Negatives - Still a Follower of the Cycle
Kioxia Holdings (6600 JP) is aiming to raise around US$700m (including over-allocation) from its Japan IPO. In this note, we talk about the not-so...
613 Views