MS-Taiwan Index Earning Revision (Jul): TSMC, Formosa Chemicals & Fibre, UMC, Evergreen Marine
We analyzed MS-Taiwan's consensus for Jul 2026 and highlighted changes of EPS in TSMC, Formosa Chemicals & Fibre, UMC, Evergreen Marine, Nan Ya...
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TWSE Foreign Holding Weekly (Jul 31st): TSMC, MediaTek, Delta Electronics, Chroma ATE
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, Delta Electronics, Chroma ATE,...
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Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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Taiwan Tech: Who's Ahead of the Inventory Cycle?
We look at where Taiwan tech sits in the cycle and which companies appear better or worse placed to weather the coming inventory correction.
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Semiconductors Have Reached Turning Point
The semiconductor market is starting to change from unusual growth and record revenues to a downturn that will return it to its long-term trend. ...
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