First Run of Global Semis' Guidances to Tell Early Signs of Recovery
After the first Run of global semis' guidance, it tells early signs of recovery in PC and smartphone but weaknesses in automotive and industrial,...
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GUC (3443.TT): Why the Company Did Show a Bit Cautious Attitude with the Market Price?
GUC's daily limit reached, but company's attitude inconsistent. GUC's project-based nature contrasts with the prominence of "AI" knowledge....
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GEM Weekly (7 Jul 2023): China PMI, South Korea CPI: Ant, Alibaba, TSMC, HuaBao International
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Taiwan Semiconductors Mid-Earnings Season Review: Margins, Inventories Appear Worse Than Expected
Other than comments from some companies saying they expect a 2H23E recovery in their guidance, results data released this season so far indicates a...
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Taiwan Tech Weekly: More Nvidia Issues, Broadcom Surprises, Yulon Soars
Nvidia shares sink in reaction to US banning high-end chip sales to China, Taiwan's Nvida suppliers and the overall sector fall as well. Broadcom...
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