MediaTek (2454.TT): Smartphone Is Turning a Bit Stronger
We change our stance to be slightly bullish for MediaTek. In 4Q23F, MediaTek's outlook is becoming stronger. The smartphone market is turning...
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Taiwan Tech Weekly: TSMC & ASML Results This Week; Taiwan AI Plays Top Losers
SK Hynix is reportedly working closely with Mediatek to integrate some of its most advanced memory in Mediatek's flagship Dimensity chips. Mediatek...
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UMC (2303.TT): We Estimate The Outlook Is Down a Bit to Lower QoQ in 4Q23F
The 4Q23F outlook is coming down, but it’s not as worse as we originally expected. Samsung stays a very stable demand for 28nm capacity in UMC....
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TWSE Foreign Holding Weekly (Oct 13th): TSMC, Mediatek, Quanta Computer, Wistron
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in TSMC, Mediatek, Quanta Computer, Wistron.
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ECM Weekly (15th Oct 2023) - Kokusai, J&T, Ecopro, Thai Credit, Lalatech, Barito, Rakuten, Zomato
Aequitas Reserach puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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