Key Indicator Updates: Semi Sales, WFE Forecast, Latest Taiwan Monthlies & A Blow Out April For TSMC
The latest monthly Taiwan semi revenues show little signs of a semi slowdown. Lagging edge remains sluggish, wafer inventories are still too high...
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TWSE Short Interest Weekly (May 9th): TSMC, Mediatek, Hon Hai Precision, Asia Vital Components
We analyzed TWSE short interest report for the past week and highlighted short interest changes in TSMC, Mediatek, Hon Hai Precision, Asia Vital...
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Taiwan Dual-Listings Monitor: TSMC Local Short Interest Approaching Highs; ASE Close to Parity
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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Taiwan Foundry Revenue: Very Strong TSMC April Revenues
TSMC's strong April revenue growth could lead to a beat in 2Q, despite volatile monthly sales. Stock not expensive compared to peers.
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SMIC (981.HK): 2Q25 Guidance Shows A -5% in Revenue. Could This Reflect the Impact of US Tariffs?
SMIC's 1Q25 results met expectations, with cautious 2Q25 guidance. Americas contribute 12.6% to revenue, while China and Eurasia dominate. SMIC...
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