ENTITY
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Wafer Works

Wafer Works (6182 TT)

5
Analysis
Information TechnologyTaiwan
Wafer Works Corp. develops, manufactures and markets semiconductor related products. The Company mainly provides various sizes of prime polished silicon wafers to customers worldwide.
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10 Apr 2024 11:19

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales

Early Signs from the Reported March/1Q24 Taiwan Semi/Tech Sales; we might see AI server, WiFi/networking, and NAND vendors in US to beat 1Q24 but...

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Andrew Lu
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07 Jan 2020 07:18
Smartkarma Originals

China Semiconductor Progress & Opportunities Review 2020

Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...

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bullishMSCI ACWI Index
19 Jun 2018 20:20

Global Equity Strategy: ACWI and EM Testing Support

In our June International Strategy, we explore the following themes in detail:  Early-stage MSCI ACWI uptrend combined with constructive breadth...

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18 May 2018 12:54

Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile

Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...

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370 Views
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bullishMSCI ACWI Index
17 May 2018 12:36

Global Energy Shares Breaking Out; Technology Remains Attractive

The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...

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