2023 High Conviction: Semiconductor Down Market
What's happening in semiconductors? When will the downturn end? What does this mean to chip stock prices? This Insight provides some concrete...
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TWSE Foreign Holding Weekly (Jul 31st): TSMC, MediaTek, Delta Electronics, Chroma ATE
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, Delta Electronics, Chroma ATE,...
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TWSE Short Interest Weekly (Jul 31st): Shin Kong Financial, Hon Hai Precision, TSMC
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Hon Hai Precision, TSMC,...
138 Views
Semiconductors Just Beginning a Long Slide
The semiconductor market is falling and is likely to continue to drop through the end of the year. This presents an opportunity for shorts.
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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.
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