Taiwan Tech Weekly: Key Supply Chain Names to Watch for Nvidia's Earnings Today
Also -- TSMC has maintained its full-year revenue guidance and Hon Hai is said to produce over 50% of Nvidia's AI hardware.
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Alphawave, TSMC and Lam Research Follow-up, DISCO and Lasertec
Alphawave reported last week. The results were not good; they were great. I actually am excited to see Tony and the team execute like this....
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Taiwan Tech Weekly: Nvidia in Taiwan - Everyone Will Need 'AI Factories'; Identifying Short Squeezes
Nvidia's CEO is in Taiwan this week for Computex and the company continues to dominate the headlines announcing Mediatek, Softbank, and WPP key...
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Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
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Taiwan Short Squeeze Ahead? Taiwan Market Significantly Lagging Philly SOX Index
We indentify US$1bn+ market cap stocks most under-held by institutions, as well as those who may be most at risk of a short squeeze.
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