Will Taiwan Quake Trigger a Shortage?
Taiwan's April 3 earthquake should negatively impact semiconductor production to create a shortage that is likely to increase chip makers'...
304 Views
Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
606 Views
Nanya Tech: Another Example of Capex Reduction, Major Share Price Divergence
Announced major reduction in capex is good news as the company is holding back volume expansion and focusing on higher value output.
264 Views
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.
236 Views
Taiwan Tech Weekly: Apple Suppliers Slump on IPhone; PC Volumes Back to Growth; TSMC & ASML Results
Apple supply chain names are dropping due to weak iPhone shipments, while global PC shipments are growing. TSMC and ASML results will be crucial...
252 Views