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Winbond Electronics (2344 TT)
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79
Analysis
Information Technology
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Taiwan
Winbond Electronics Corporation designs, manufactures, and sells integrated circuits (IC) and related products. The Company sells its products in Taiwan, the United States, and Hong Kong.
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bullish
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Thematic (Sector/Industry)
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04 Apr 2024 09:14
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'...
Jim Handy
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304 Views
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bullish
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Thematic (Sector/Industry)
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13 Oct 2023 02:57
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...
Jim Handy
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606 Views
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bullish
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Nanya Technology
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15 Oct 2022 17:08
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.
Vincent Fernando, CFA
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265 Views
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bullish
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Thematic (Sector/Industry)
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22 Aug 2022 08:23
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.
Vincent Fernando, CFA
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237 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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16 Apr 2024 20:46
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...
Vincent Fernando, CFA
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277 Views
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