TWSE Short Interest Weekly (Mar 8th): TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung-Hsin, Momo.Com
We analyzed TWSE short interest report for the past week and highlighted short interest changes in TSMC, ASE, Mediatek, Yageo, Faraday Tech, Chung...
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Tokyo Electron (8035): Q3 FY03/24 Update
​Tokyo Electron is a global manufacturer of semiconductor production equipment, with strong financial performance in FY03/23 and revised earnings...
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TSMC (2330.TT; TSM.US): Sales Should Be Gradually Increasing QoQ in 2024F; IPhone 16 Is on Schedule.
​TSMC is expanding CoWoS to increase production by 32k wafers/month in 2024E, with Apple iPhone 16 contributing to sales in 2H24. Semiconductor...
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Global Semi Sales Decline 2.3% MoM In January
The first MoM drop in semi sales since Feb 23, but it's a seasonal thing & YoY comps continue to improve.Forecasting 10% YoY growth in 2024 & $1...
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ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
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