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....
739 Views
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...
488 Views
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...
492 Views
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...
390 Views
WinSemi (3105.TT): 1Q22 Review/ 2Q22 Preview- To Be Further Downside
For 2Q22 guidance, the revenue declines high single digits % QoQ, and GM falls between high twenties to low-thirties. The current China smartphone...
458 Views