TWSE Foreign Holding Weekly (Nov 21st): TSMC, Hon Hai Precision, Fubon Financial, ASE Industrial
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC (2330 TT), Hon Hai Precision (2317 TT),...
293 Views
TWSE Short Interest Weekly (Nov 21st): King Yuan Electronics, MediaTek, Asustek Computer
We analyzed TWSE short interest report for the past week and highlighted short interest changes in King Yuan Electronics (2449 TT), MediaTek (2454...
231 Views
TSMC (2330.TT; TSM.US): Retired Sr. VP Joins Intel; U.S. Fab Impact; Arizona Earnings Decline.
​TSMC's former SVP joins Intel. US-China tensions escalate, but U.S. actions extended one year for rare earth. TSMC Arizona fab profit plummets.
406 Views
Taiwan Tech Weekly: NVDA Results- Taiwan Supplier Winners; Silicon Valley's Substrate- TSMC Slayer?
​NVIDIA's strong results suggest strong demand for key suppliers in Taiwan, while ASML and TSMC are at the forefront of Silicon Valley's substrate...
412 Views
Taiwan Dual-Listings Monitor: TSMC and ASE Premiums Near Spead Short Levels
We analyze the premium and discount levels of dual-listed Taiwan companies, suggesting potential spread trading levels based on historical trends.
202 Views